$50MM AUM | $350,000 GDC in
North Kansas City, MO
$50MM AUM / $350K Gross Revenue / My Business consists of Mutual Funds, Stocks and Bonds, in that order. I have over 1000 accounts and my revenue is 100% commission.
I plan to retire somewhere within the next 3 years, anytime before 2021. Open to staying on during the transition.
The ideal successor would be within a 100 mile radius of North Kansas City, MO.
Deal Terms: Downpayment with an earnout, I'm flexible.