$20MM AUM | $70,000 GDC in Northport, NY

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
Listing Age
281 days old
General
Compatibility
Location
Northport, NY, US
Listing Type
Find Successor | Continuity
Fee 0% Commission 100%
Gross Revenue
$70,000.00
# of Accounts
150
Avg Client Age
65
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.

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