On Hold
£450,000
High-Net Worth IFA Practice Manging c.£80m of Assets with 120 Households
Ref: 30587
Current Turnover
£450,000
Offers Over
£1,320,000
Established
20 to 25 years
Gross Recurring Revenue
300-500k
Number of Staff
1 to 3
Location
London and South East
Current turn over circa: £450,000
Offers over: £1,320,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Berkshire
Additional Notes: High-Net Worth IFA Practice Manging c.£80m of Assets with 120 Households
- The current average Ongoing Advisory Fees are c.0.4-0.5%
- The typical client holds c.£500-£600,000 as an average portfolio value enusring every client is profitable
- Over 90% of client Funds are held on platform
For more information please call 01765 698 699 and quote the reference number 30587 ask for Toby Holbrey
