$5MM+ AUM / $75K Gross Revenue / My book of business is focused in large part on Mutual Funds. I also have a smaller portion of my client's funds invested in Annuities and Life Insurance. I manage approximately 125 accounts and 5% of my revenue generated is fee based.
I plan to retire within the year 2022-2025. However, I would prefer to stay on board for approximately 12-24 months once my successor takes over in order to service the accounts.
My ideal candidate would be client centered and have a series 7,663, and 65 as well as a CFP and licensed in the state of MA and FL in life, accident, and health insurance. It's essential that they're within 50 miles of my current location. I have a tax practice that will also being included within my book. I would like to see an advisor who's well versed in tax preparation and tax planning.