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Wealth Advisor

Preferred Location:
Mid-West
Open to Relocation:
No

A Wealth Advisor is seeking a new opportunity due to a change in leadership at his current firm, in addition to a desire to move upstream. Below please find several high-level details:

  • Portable book of business of about 50-60M AUM, 90% of which is fee based with 450k trailing 12
  • Largest client is 23M, average size of client is 1M
  • CFP is in process and will be complete in 12-18 months
  • Current compensation in the 200k area, all commission

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