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SL advisors Listing
Financial Advisor

$8MM AUM | $60,000 GDC in South Daytona, AK

Member Level
Basic
Last Activity
6 months or more

Business Mix:

100% Comm
0% Fee

General

Location
South Daytona, AK, US
12 Month Gross Revenue
$60,000
Number of Accounts
140
Avg Client Age
57

Overview

Approximately $8,000,000 AUM and $60,000 revenue 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 approximatey 35% mutual funds, 35% variable and index annuities, 20% alternative investments and 10% insurance.

Looking for a 3 year payout period and would work with buyer on a part-time basis for the first year.

 
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