$8MM AUM | $60,000 GDC in South Daytona, FL
Member is Interested In:
38 years of industry experience. $8,000,000 AUM. GDC $60,000 last year due to a part-time schedule. There is potential for a new advisor to increase revenue substantially by offering more of a full service advisory approach to the existing clients. The practice mix is 35% mutual funds, 35% variable and index annuities, 20% alternative investments and 10% insurance.
Interested in 3 year payout period and would work with buyer on a part-time basis for the first year.