Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Fort Lauderdale, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$375,000.00
# of Accounts
100
Avg Client Age
62
Overview

$30MM AUM / $375K Gross Revenue / My book of business is well diversified between Mutual Funds, ETFs and UITs. I also have a fairly decent sized portion of Equities and Annuities. I have a very small portion of my clients invested in Life, Long Term Care and REITs, I manage approximately 65 households and roughly 75% of my revenue generated is fee based. I'm the family steward for my client base and have multi-generational clients within my book of business.

I'm looking to purchase a book of business with AUM in the $5MM-$10MM range with a smaller amount of clients. I'm also be interested in the advisor to merge in 2020-2020 depending on the comfort level during transition.

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