This IAR in Middle Tennessee is focused on the needs of each of its clients and provides each client with, among other things, tailored financial plans and portfolios. Current annual revenue is $565,000, of which $160,000 is recurring, fee-based revenue. An additional $251,500 is from commissions on stocks, mutual funds and annuities, and $153,500 is insurance income.
A qualified buyer would maintain in-person client meetings at least annually, and continue to provide the commitment to understanding each client’s unique goals. Seller prefers a buyer with a Certified Financial Planner® in-house.