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Financial Advisor   

$300MM AUM | $2.4MM GDC in Coral Gables, FL

Member Level
Premier
Last Activity
2 weeks

Business Mix:

5% Comm
95% Fee

General

Location
Coral Gables, FL, US
12 Month Gross Revenue
$2,400,000
Number of Accounts
200
Avg Client Age
50

Overview

Seeking to completely sell book of business after reaching $500M AUM, which will occur after 2020. Seeking to identify a successor after 2020.

The ideal candidate is a large firm or group with experience servicing ultra high wealth customers both domestically and internationally. The ideal candidate has at least 20 years of experience with a CFP, CFA, and/or CIMA. Familiarity with bonds, equities, mutual funds, and ETFs is preferred. Advisor seeks candidates with an established presence within a 25 mile radius of Miami, Florida.

 
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