$25MM AUM / $223K Gross Revenue / The bulk of my book of business is in managed money. I'm a planning-based advisor primarily utilizing Stocks, iShares, Annuities, Mutual Funds, and Life Insurance. I manage approximately 80 households and roughly 67% of my revenue generated is fee based.
I would like to find an Independent Broker Dealer to join. I’m most interested in finding a synergistic practice and working as a team member, but I would consider out right selling my book if the right offer was made. My ideal successor would be based within a 50 mile radius of Sarasota and utilize MoneyGuide Pro or equivalent Financial Planning software.