Overview

$56MM AUM / $170K Gross Revenue / My business is comprised of Mutual Funds, Annuities, Stocks and Bonds. I manage 638 accounts and approximately 45% of my revenue generated is fee based, My main focus is too move all of my current accounts over to fee based. I'm interested in speaking with larger firms or the ideal advisor excited to come on board and absorb all there is to know about my book. It's important to me that my successor is client centered with the ability to travel.

I plan on retiring in 10 years and within that time I'm looking to grow organically and merging with someone for an easy transition away from the business.

Market
Advisor/RIA
Last Activity
today
Listing Age
1,031 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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