Overview

$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.

Market
RIA
Member Level
Premier
Last Activity
6 months or more
Listing Age
259 days old

Business Data

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