$60MM AUM / $300K Gross Revenue / I put together a lot of 401K plans for my clients, so the bulk of my book is invested in Mutual Funds. From there, I have a decent amount of Equities on the books and a much smaller portion of Annuities and Life Insurance. I manage approximately 250 households, and roughly 50% of my revenue generated is fee-based.

I plan to retire in the year 2025. I prefer to stay on board for 6-12 months after my successor takes over to service the accounts during the transition. My ideal successor will have a series 7 license and have insurance licenses within Florida, Texas, Minnesota, and Wisconsin, Georgia, Alaska, Washington, California, Washington DC, and Iowa insurance licenses. It will be appreciative if advisors of interest in this fantastic practice are located within 20 - 50 miles of my current location.

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CRM Systems