Overview

$8MM AUM / $42K Gross Revenue / A good portion of my business is in Life Insurance. I also have my clients invested in Mutual Funds and Annuities. I manage approximately 40 households and 25% of my revenue is fee based.

I plan to retire around 2024. I would like to bring someone in the practice a year or two in advance to work alongside me and succeed me when I am ready. The ideal successor would need to be located in Metro Atlanta and would not have any plans to retire in the next 15 years or so, and that has experience in the business.

Market
Advisor/RIA
Last Activity
within 3 months

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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Variable Annuities

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Insurance Business

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