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

Market
Advisor/RIA
Last Activity
within 2 months

Business Data

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