$2MM AUM | $20,000 GDC in Gallipolis, OH

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Compatibility
Location
Gallipolis, OH, US
Listing Type
Seller | Find Successor
Fee 0% Commission 100%
Gross Revenue
$20,000.00
# of Accounts
150
Avg Client Age
60
Overview

*Please Note: This advisor is not ready to start the conversation until 2020.

Combination of fee and commission based brokerage. 80 % commission based and 20 % fee based business. Product mix is as follows: indexes and fixed annuities, and on the fee based side the advisor uses third party money managers.

The bulk of the client base is in Ohio and the rest in West Virginia. Ideal buyer is located in a 75 mile radius to Gallipolis. Ideal buyer is far from retirement, Would also consider training a younger advisor.

Biblically responsible investing, and would only consider an advisor with those same values to take over this practice.

The purchase terms are negotiable.

Would like to have a buy sell agreement in place by 2021. Would like to work a new advisor into the business to have a smooth transition.

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