$65MM AUM / $280K Gross Revenue / I am an RIA and an OSJ. My book of business is pretty evenly spread between Annuities, Closed End Mutual Funds, ETFs, Stocks and Bonds. I have approximately 400 accounts and 100% of my revenue is commission based.
I'm partly retired now but would like to be completely out of the industry within a year. However, depending on when I'm actually able to find the right successor, I'd prefer to stay on board for approximately 6 months during the transition in order to service the accounts.