$56MM AUM / $564K Gross Revenue / The bulk of my book of business is invested in Stocks & ETF. I also have a good portion of my book invested in Mutual Funds. I manage approximately 150 households, and 100% of my revenue generated is fee-based.
I plan to retire within the year 2023, as I'd like to stay on board for six months to a year to service the accounts.
My ideal candidate would be an experienced fee-based advisor who is extraordinarily client-centered.