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Financial Advisor   

$25MM AUM | $130,000 GDC in Saint Louis, MO

Member Level
Lite
Last Activity
this week

Business Mix:

30% Comm
70% Fee

General

Location
Saint Louis, MO, US
12 Month Gross Revenue
$130,000
Number of Accounts
100
Avg Client Age
60

Overview

My business is currently has about 90k in repeatable revenue. It is a variety of fee-based and 401k plans. Looking to help someone complete their succession plan. Working out some type of earnout situation. Do not want to takeover immediately. I respect that is person built this company and to reap the rewards of their work.

Ex- World- Class marathoner so I have complete understanding of long -term planning.

 
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