Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Profile Age
491 days old
General
Location
El Dorado Hills, CA, US
Profile Type
Find Successor
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$110,000.00
# of Accounts
350
Avg Client Age
65
Overview

$10MM AUM / $110K Gross Revenue / My business consists primarily of Managed Accounts utilizing a good portion of Stocks and ETFs. I also have a decent amount of Life, Long Term Care and Health Insurance, along with Mutual Funds and Annuities. I manage approximately 350 accounts and 95% of my revenue is fee based.

I plan to retire in approximately 5 years or less. I would stay on board for client introductions and assist with the transition. The ideal successor would preferably be within my BD. I meet with clients often so the ideal successor would need to be local, within a 100 mile radius of El Dorado Hills.

Deal Terms: flexible

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