$18MM AUM | $100,000 GDC in
East Rockaway, NY
$18MM AUM / $100K Gross Revenue / My book of business is fairly straight forward with a diversification amongst Mutual Funds, ETFs and Variable Annuities. I manage approximately 120 accounts and currently 60% of the revenue I generate is fee based.
I've been in the industry for 25 years now and I'm looking to retire within the next 2 years. However, I'm currently looking to bring on a younger advisor now. I'd prefer to stay on board for 6-12 months in order to service the accounts during the transition.