$8MM AUM | $60,000 GDC in South Daytona, AK
Member is Interested In:
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.