$20M AUM / $100K Gross Revenue / My book of business is very unique. I primarily invest my clients in individual stocks. However, if you know anything about buying & selling Limited Partnerships, we might have a little more to talk about. I have roughly 50 account and approximately 80% of my revenue generated is fee based.
I plan to retire within the next 1-3 years. However, I'm currently entertaining serious offers. I'd also prefer to stay on board for approximately 3-6 months once my successor takes over in order to service the accounts through the transition.