$50MM AUM | $650,000 GDC in Colorado Springs, CO

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
149 days old
General
Compatibility
Location
Colorado Springs, CO, US
Listing Type
Seller | Find Successor
Fee 0% Commission 100%
Gross Revenue
$650,000.00
# of Accounts
120
Avg Client Age
75
Overview

$50MM AUM / $650K Gross Revenue / My business is very unique. I am an income advisor and most of my clients are retired. I have holdings in UIT's, Variable Annuities, Stocks, Corporate Bonds (GWG Corp.) and Blue Rock Mutual Funds (Ticker TIPX). I manage 90 households and 45% of my revenue generated is fee based.

I plan on retiring with in the next 3-5 years. However, I would prefer to stay on board once my successor comes in during the transition in order to make the introduction and to service the accounts. My ideal successor would have CFP certification and at least 15 years of experience as well as reside within 70 miles of my current location.

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