$53MM AUM | $30,000 Rev in
$53MM AUM / $13MM Advisory / $30K Gross Revenue / I have my clients invested in Stocks, Bonds, Mutual Funds and Annuities. I manage 1,000 accounts and approximately 20% of my revenue generated is fee based. However, I have been and will continue to move more of my practice into a fee based model.
I plan to retire March or April 2023 However, I would prefer to stay on board for approximately 3-6 months once my successor takes over in order to service the accounts during the transition.