Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Location
Sun City, AZ, US
Profile Type
Merge | Find Successor
Fee 0% Commission 100%
AUM
$37,000,000.00
Gross Revenue
$215,000.00
# of Accounts
150
Avg Client Age
73
Overview

Fixed indexed annuities 1 to 2 million per year, and third party money managers with a 1% fee. They use income funds that are being moved to wrap accounts. Most of the new business is fee based.

They have clients with some alternative investments, non-traded REIT's, and BDC's. Some mutual funds and some ETF's.

This is a merger/succession opportunity.

The bulk of the client base is in Arizona, and there are clients in 13 other states.

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