Overview

$37MM AUM / $250K Gross Revenue / My book of business is pretty evenly matched between Mutual Funds and Variable Annuities. 90% of my Variable Annuities are C-Shares and 10% are B-Shares. I manage approximately 100 households and approximately 80% of my revenue generated is trail income.

I plan to retire within the year 2021-2022. However, I'd like to be clear as to what it is exactly that I'm looking for. I'd prefer to have a seasoned associate come in with an exceptional service and financial planning background. We'd work together for 12-24 months as I service the accounts and ultimately have he or she take over once a certain level of comfort has been established with said associate and the clients I will be handing over when time comes.

My ideal candidate or servicing office would reside within 25-100 miles of my current location.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
801 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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