$20MM AUM | $300,000 GDC in Test, AK

Market
Advisor
Member Level
Plus
Last Activity
this week
Listing Age
195 days old
General
Listing Type
Seller | Find Successor
Location
Test, AK, US
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
50
Avg Client Age
60
Overview

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.

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