Overview

$65MM AUM / $535K Gross Revenue / The majority of my book of business is invested in Variable Annuities. I have a very small holding in Mutual Funds and the rest of my book is in managed funds. I have approximately 100 accounts and 95% of me revenue generated is fee based.

I plan to retire in the next 2 years. However, I would prefer to stay on board for a few months once my successor takes over in order to service the accounts during the transition.
I have been in the business for 37 years and have very long term relationships with my clients. This is a very minimum service book of business with an extremely high profit margin as expenses are very low.
I am looking for someone who has at least 5 years of experience and ideally is with my current broker dealer, FSC Securities or willing to join my broker dealer. Or, being a part of the Advisor Group (which has 9 broker dealers including FSC Securities) could also be a possibility.

Market
Advisor/RIA
Last Activity
this week
Listing Age
978 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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