$1.1MM AUM | $30,000 GDC in FL
Member is Interested In:
Little over 1M in AUM, 35% managed money, 10% brokerage, 40% variable annuities, and 10% fixed.
Majority of clients are located in FL.
Ideal buyer should have 5-6 minimum years of experience.
Payment preferred up front lump sum, but is negotiable.
Timeline for succession is within a year.