Overview

$20MM AUM, $70K Gross Revenue. I business consists of very conservative and safe investing. My focus is on principal protected structured products. The majority of my book consists of managed single accounts. There's a small mixture of mutual funds and an even small mixture of annuities and REITs.

I'd ultimately like to retire in 3-5 years. However, I'd like to have a person/larger firm to come in and share office space with me. This advisor MUST be with LPL, and would eventually succeed me in the not too distant future.

The lease: monthly rent of $300.00, no security, no lease, in a professional building. A truly great deal and if the synergy is there we can write up a succession plan for the future.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...