$41MM AUM | $325,000 GDC in Scottsdale, AZ

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Seller
Location
Scottsdale, AZ, US
Fee 0% Commission 100%
Gross Revenue
$325,000
# of Accounts
210
Trailing Net Profit 12 Month
$225,000
Trailing Recurring Revenue 12 Month
$200,000
Clients in 100 Mile Radius
90
Time Frame to Sell
3
Purchase Options
  • Cash
  • Financed Sale
Overview

75-80% of my AUM and number of net client accounts 75 apx) are DMA (discretionary managed accounts) fee based accounts, of which probably 40% are managed through Russel Investment Management, and 60% by me using mutual funds, ETF's, and some individual stocks, bonds, etc. I would like buyer to clear through my broker/dealer; therefore I would be willing to sell to the right person 1/2 of my practice immediately, and the remaining practice upon my retirement in 3-5 years. I am willing to be creative to make it work for the right buyer, preferably a younger advisor/planner with an independent spirit who does not want to commit herself or himself to a "team" with the big guys, but wants their own identity and maintain full control of their ___'s talk.....I have a very unique practice and a very attractive Scottsdale office.

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