£400,000
Berkshire IFA managing £55m AUM charging .5%
Ref: 31057
Current Turnover
£400,000
Offers Over
£1,000,000
Established
20 to 25 years
Gross Recurring Revenue
200-300k
Number of Staff
3 to 5
Location
London and South East
Current turn over circa: £400,000
Offers over: £1,000,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 3 to 5
Locations: Berkshire
Additional Notes: Charging an average ongoing adviser fee of 0.5%, there is clear scope to increase fees and grow recurring income.
With average household portfolios exceeding £500,000, the client base is highly profitable to service.
This would be structured as an asset sale, meaning no liabilities from previous advice will transfer to the acquiring party.
For more information please call 01765 698 699 and quote the reference number 31057 ask for Toby Holbrey
