My business is comprised of UIT's, ETFs, closed end funds, individual stocks, some variable/fixed annuities. Almost all of my client assets are currently advisory and they pay quarterly. Most of the accounts are racked at either .9 or 1%.
My ideal candidate would be located in Los Angeles or Arizona. My relationships with my clients is very digital but at times my clients require some face time.
Deal Terms: I'm open to different deal terms as long as I know the funds are available. I would like someone to come in and take over immediately.