$10MM AUM | $200,000 GDC in Austin, TX

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Austin, TX, US
Fee 0% Commission 100%
Gross Revenue
$200,000.00
# of Accounts
2
Avg Client Age
50
Overview

I was built and ran a successful fee-based business from 1992-2002 when I sold it. Since 2002 I have been a top asset gatherer for Assetmark, Curian and Symmetry. I know the business and know how to raise assets. I closed the largest single account in Assetmark history for one of my advisors, over $53 million (one household). I am looking to get off the road and dig back into a retail practice. I bring no AUM with me or relevant trailing 12. Who wants some?

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