Home / IFA Firms For Sale / South West / One man Band housing £90m FUM with an average advisory charge of .5% and the average client having over £750,000 in portfolio size
Sold
£550,000

One man Band housing £90m FUM with an average advisory charge of .5% and the average client having over £750,000 in portfolio size

Ref: 30535
Current Turnover
£550,000
Offers Over
£2,250,000
Established
1 to 3 years
Gross Recurring Revenue
300-500k
Number of Staff
1 to 3
Location
South West

Current turn over circa: £550,000

Offers over: £2,250,000

Established: 1 to 3 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Additional Notes: One man Band housing £90m FUM with an average advisory charge of .5% and the average client having over £750,000 in portfolio size

This firm can bring £90m worth of clients' funds which is comprised of the average client being worth over £750,000 thus highly profitable.

This client is ideally looking to stay on as a self employed advisor within the acquirers business.

For more information please call 01765 698 699 and quote the reference number 30535 ask for Edward Thorpe

South West

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Edward Thorpe
Quote reference: Show me more sellers like this Ref: 30535