$40MM AUM / $500K Gross Revenue / The bulk of my book of business is invested in Stocks. I also have a healthy position invested in Mutual Funds, ETFs and Annuities, with a very small portion in Life Insurance. I manage about 150 households and approximately 90% of my revenue generated is fee based.
I'm looking to purchase a book built fairly similar to my own. I would also prefer that it come from a independent agent within a 100 mile radius from San Antonio.