$12MM AUM | $120,000 GDC in Palm City, FL

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
26 days old
General
Compatibility
Location
Palm City, FL, US
Listing Type
Seller | Find Successor
Fee 0% Commission 100%
Gross Revenue
$120,000.00
# of Accounts
54
Avg Client Age
60
Overview

I am appreciative of your taking time to review my book of business. This is a fee only RIA. My ideal candidates should have a 100% RIA fee practice as I'm not interested in commission based brokerages at this time. I'd like to see my successor having a fair amount of experience with 15 to 20 years in the business. No special credentials are required; however, it is crucial that the candidate be a like minded contrarian money manager. Currently my clients are positioned in a very bearish manner and a successor must be comfortable leaving them that way until the worldwide debt issues are resolved. The time horizon for succession is 3 years as I only manage stocks and ETF's. 50% of those are in Florida while the remaining ones are mostly in Pennsylvania with a few other states included.

I look forward to speaking with a motivated buyer who fits the required description within the overview.

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