Overview

My book of business is very neat and clean. I have all my clients funds invested Mutual Funds and it has performed extremely well over the years. I manage 10 households and 100% of my revenue generated is fee based.

I plan to exit the business within the next 12-24 months. I'm looking for a successor that is currently 100% fee based as well, or close to it. I would also prefer to stay on board for approximately 6-9 months in order to service the clients during the transition.

I have a couple in AZ with approx. $1.2 M and a client in Mexico with approx. $130,000. They have been with me for almost 20 years. This is fee based with approx. $14,880 income and asking 2.7x's income.

Last Activity
6 months or more
Listing Age
1,103 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Resources
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