$80MM AUM, $850K Gross Revenue. My business is comprised primarily of managed funds, a small amount of annuities/401K plans, and life insurance. On the insurance side, I've worked with high networth and ultra high networth clients, successful business owners.
I would ideally like to bring on intelligent, hard-working, high-energy, younger advisors (with small books of business) that I could mentor, that would eventually succeed me in the future, perhaps 5-10 years out. These individuals should bring in the energy it takes to grow the business and work with our team. I would also entertain a merge with a much larger firm in where I would stay on in client acquisitions.
The individuals/firm would need to be in the greater Boston area. or have an existing presence in the area. This is non-negotiable.