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SL advisors Listing
Financial Advisor

$20MM AUM | $125,000 GDC in Palm Harbor, FL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Palm Harbor, FL, US
12 Month Gross Revenue
$125,000
Number of Accounts
120
Avg Client Age
50
Trailing Net Profit 12 Month $60,000
Clients in 100 Mile Radius 90
Time Frame to Sell 0 year
Purchase Options
  • Earn Out

Overview

Fee-Only Practice AUM rates are far under market. Currently charging 60-70 basis points for asset management fees. The managed money is all done in house (no third party money managers). Clientele is pre-retirees and retirees. Fee-Only Buyer...gradual transition if new Broker/custodian needed
will assist transition 1st year

 
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