Have $63million in AUM. On track to do $615,000 in production in 2017.
93% of production is fee based and reoccuring.
I am a CFP and do a lot of planning.
I also am an accountant and do some tax returns. Looking to increase tax work and add personal and to assist with this effort.
I am looking to purchase assets from perhaps a retiring advisor (preferrably one already on the RJFS platform) or align with like minded advisors who may be struggling running a single office on their own.