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Financial Advisor   

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

Member Level
Premier
Last Activity
this week

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

95 % fee based and 5 % in brokerage based. Some fixed income with no options or alternatives in the product/services mix.

The bulk of the client base is international. The majority of the client base is in Mexico. Most the US clients are in Florida.

The goal is 500,000,000 in AUM within 3 years.

5 years away from succession planning.

The purchase terms are negotiable.

An acceptable buyer would need at least 10 to 20 years of experience in the business, ideally a CFP.

 
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