$50MM AUM | $400,000 GDC in Lake Havasu, AZ

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Lake Havasu, AZ, US
Profile Type
Find Successor
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$400,000.00
# of Accounts
500
Avg Client Age
70
Overview

This is a 100 % commission based business. There is an opportunity to move some of the clients to fee based.

Products are variable annuities and mutual funds.

The bulk of the client base is in Arizona the rest of the clients are in California, Massachusetts, and 38 states.

The ideal buyer should have at least 10 years in the business.

Time horizon for succession is 5 months from now.

The buyer should be willing to relocate to Lake Havasu AZ.

Business Mix Info

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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