$1.1MM AUM | $30,000 GDC in FL

Temporarily closed to new inquiries.

This member is currently researching and engaging existing inquiries.
Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Seller | Succession
Location
FL
Fee 0% Commission 100%
Gross Revenue
$30,000
# of Accounts
15
Avg Client Age
50
Overview

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.

Extended Profile Information

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