$48MM AUM | $405,000 GDC in Woodland Hills, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Listing Age
399 days old
General
Location
Woodland Hills, CA, US
Listing Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$48,000,000.00
Gross Revenue
$405,000.00
# of Accounts
100
Avg Client Age
65
Overview

I'm looking for a continuity plan. I have no plans to retire any time in the near future. I do, however, need someone who can take over, and run, my business if something should happen to me. I would like a reciprocal agreement with someone, where I would take over their business if they retire, leave the business, or become unable to run their business.

I have almost $50 million in assets and have a large book of variable annuities on which I receive about $300,000 per year in trails. The other assets I have are managed accounts and mutual funds. I'm currently transitioning the mutual funds to advisory accounts. Going forward, my business will be 75% or more advisory accounts.

I am not looking to sell. I don't want to become part of a bigger group, larger office, etc. Please contact me if you're interested.

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