$37MM AUM | $535,000 GDC in Morganville, NJ

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Compatibility
Location
Morganville, NJ, US
Listing Type
Seller | Find Successor
Fee 0% Commission 100%
Gross Revenue
$535,000.00
# of Accounts
76
Avg Client Age
55
Overview

20 % of the practice is fee based, 30 % is annuities, and 50 % of the practice is 12b-1 trailers revenue from mutual funds.

The bulk of the client base are in the home state.

The buyer should have at least 10 ten years of experience in the financial services industry.

The buyer could pay the practice over 5 years with 50 % down payment.

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