$120MM AUM | $850,000 GDC in Morristown, NJ

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Morristown, NJ, US
Fee 0% Commission 100%
$850,000
Gross Revenue
400
# of Accounts
53
Avg Client Age
Overview

Interested in buying a practice with characteristics and process similar to mine
-an advisory based practice with applicable AUM annual management fee
-clients are predominately W2 employees of larger Employers, consisting of corporate executives with total compensation ranging from $300k- $700k/yr (base and bonus)
-accounts are made up mostly of mutual funds and some ETFs representing a prescribed asset allocation
-client is accustom to quarterly phone/go to meeting reviews with occasional in person meetings between the hours of 8am - 6pm) in order to identify the need to rebalance a portfolio to maintain its prescribed allocation, and consisting of a review to update projections of their accumulation goals (educ and retirement, etc) and progress made toward each, and review of their insurance needs (life, disability, long term care).

Extended Profile Information

Loading...