NO TIME TO TALK ABOUT THIS UNTIL LATER - MAYBE A LOT LATER DEPENDING ON MARKETS AND BUSINESS FOCUS. SL SAID WITH 2025 DATE I WOULDN'T ATTRACT MUCH THIS EARLY. NOT TRUE. SO PLEASE HOLD ANY INQUIRIES UNTIL I TAKE THIS PHRASE OFF THE PAGE.
$40MM AUM / $225K Gross Revenue / The bulk of my book of business is invested in Mutual Funds. I also have smaller holdings in ETFs, Annuities and Alternative Investments. I manage 115 households and 50% of my revenue generated is fee based.
I plan on retiring in the year 2025 However, I would prefer to stay on board for 12-24 months once my successor does take over in order to service the accounts during the transition.
My ideal candidate is client-centered, specializing in financial planning and working with small business owners and versed in working with a fee-based practice.