$300MM AUM | $2.4MM GDC in Coral Gables, FL
Member is Interested In:
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.