Financial Planner Book of Business CFP + Portfolio Management
Financial Planner Book of Business CFP + Portfolio Management
Listing ID: 1153JB
Location: Metro St. Louis
Industry: Finance and Insurance
Price: $299,000
Financial Planner Book of Business CFP + Portfolio Management
Broker summary:Rare opportunity to buy out an existing Financial Planner. These don’t usually hit the market. In this case not only will you have access to the Book of Business but the offering includes a proven Portfolio Management System.
The seller is willing to stick around for an extended period of time to help with two very important things. One is to help with the transition of the current clients. The other is to help you learn the Portfolio Management System.
Existing fee based revenue is over $100,000 per year with no marketing for the last decade. Purchasing would be a great way to branch out on your own in the financial planning world or to add to your current book.
Current owner is willing to help the right qualified buyer with a healthy amount of financing for the acquisition.
Licensing is a prerequisite.
For details call Jeff Bach at 314-941-8530 or email jbach@fusionadvantage.com. Please reference ID#1153JB.
Average Gross Sales: $117,000
FF&E Value: $1,000
Own/Lease: Lease
Square Footage: 400
Building Comments:
Could be moved or added to an existing office.
