Overview

$25MM AUM / $225K Gross Revenue / My book of business is very complex and well thought out. I focus most of my efforts on Advisory and Tax Advisory. I focus on my clients goals and if they don't really have a goal that's what I'll help them come up with. I have a good portion of funds allocated towards Annuities. I also have holdings in Mutual funds which I'm starting to get away from and of course I have funds allocated towards individual stocks. I manage approximately 300 households and roughly a third of my revenue is currently fee based.

I'm looking to purchase a very similar practice with Assets Under Management between $20MM and $50MM. I'd also prefer the purchase be with another LPL agent in the North Carolina / South Carolina area.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
504 days old

Business Data

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