Overview

$18MM AUM / $85K Gross Revenue / I am an RIA and my book of business is very simple. I work with 6 corporations and do retirement planning for their employees using 401K plans. However, my book does include some brokerage and some annuities. Right now the revenue I generate is 40% fee base and that continues to increase.

I started out as a CPA but have been in the finance industry for 30 years now. I'd be looking to retire within the next year or two. However, I would prefer to stay on board for approximately 6 months in order to service the accounts once my successor takes over in order to avoid any attrition.


Last Activity
within 2 months
Listing Age
341 days old

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