Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Profile Age
408 days old
General
Location
Joplin, MO, US
Profile Type
Seller | Find Successor
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$255,000.00
# of Accounts
250
Avg Client Age
65
Overview

$35MM AUM / $255K Gross Revenue / The majority of my business is in Advisory. I have my clients invested in Annuities, Mutual Funds, Stocks & Bonds. I manage approximately 250 accounts and 75%+ of my revenue generated is fee based.

I haven't quite decided when I want to retire yet but if the right offer was made I would give it strong consideration.

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