$5MM AUM | $65,000 GDC in Athens, GA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Merge | Succession | Continuity | Successor
Location
Athens, GA, US
Fee 0% Commission 100%
Gross Revenue
$65,000
# of Accounts
65
Avg Client Age
60
Overview

I am an independent RIA and have a strong background in Life Insurance and Long Term Care planning. I am fee based RIA and commissions from some of the insurance products, we also use no-load annuities and no-load VUL.
I am looking for someone to asist with growth of this business model for a few years and be able to take over when I retire. Having a successor in place that can grow into the same relationships I have with my clients is important.

Extended Profile Information

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