$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.