Overview

$57MM AUM? / $115K Gross Revenue / My book of business is very straight forward. I have most of my clients funds invested in Mutual Funds with a very marginal amount allocated towards Annuities. I manage 633 accounts and 100% of my revenue generated is is transactional based. However, 91% of that revenue is reoccurring through trails.

I've been in the business now for 42 years. I also has a tax practice associated with my advisory practice and that makes for great lead generation. I plan to retire within the next 2-3 years. However, I'm looking to bring on a younger advisor with an already established book of business as soon as possible because I would prefer to stay on board for approximately 6-12 months in order to service the accounts through the transition.


Last Activity
within 6 months
Listing Age
477 days old
Listing Updated
Dec. 21, 2023

Business Data

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