$7MM AUM / $30K Gross Revenue / The bulk of my book of business is held in Alternative Investments (REITs & BDCs). I also have smaller holdings in Mutual Funds and Annuities. I manage approximately 36 households and 100% of my revenue generated is commission based.
I plan to retire within the year 2019 2020.
My ideal candidate would be very knowledgeable and a personable advisor, open to meeting with clients at their home or office.