$10MM AUM | $120,000 GDC in Portland, OR

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
Profile Age
437 days old
General
Location
Portland, OR, US
Profile Type
Merge | Find Successor
Fee 0% Commission 100%
AUM
$10,100,000.00
Gross Revenue
$120,000.00
# of Accounts
100
Avg Client Age
65
Overview

$10.1MM AUM / $120K Gross Revenue / My business consists of Mutual Funds, ETFs, Single Stocks, Annuities and some Life Insurance. I manage approximately 100 accounts and my book is 45% fee based.

I plan to retire in approximately 5 years. I'd like to grow my business before retiring, this could be through a merge with a potential successor. I’m looking for an advisor or firm already with LPL to make for a smooth transaction. The advisor or firm must be local, within a 10 mile radius.

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