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Hi Fishes,
Pls reply or DM if interested asap.
Paypal vs. Accenture
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Do you EDJ guys own your book? Can you leave with it? Just curious...
I took over a book of $8m AUM with a lot of retirees 7 years ago now $19m AUM. But I do a lot of Medicare which leads to AUM and a nice add rev stream.
Stifel when you're ready to retire let me know
11 years. 41MM assets (including 11MM 401k's)75% of gross production is fee based, probably about 50% of assets
14 yrs 190mm 90% fee based.
^^^^^^^^^^^^ seems a stretch.
< 2 years$5m$3m fee-basedEdited by Hacksaw - Sep/09/2011 at 8:24pm
3 years, 25MM, 10 is fee based so far
EJ 1 - I'm at 50 AUM in 6 years - what's your MM goal?
8 years $130m AUM $60m fee based
No, we don't own our own book. If we leave, the book is property of the firm.
7 years46mm10mm fee not including 10mm c share
2 years as a 7/66. 10mm all fee based
How many started scratch, compared to taking over a branch?
11 years, 110MM AUM. 17MM F.B.
10 years 150aum 105 FB
Ameriprise1, how much did you start out with?
$120mm 78% fee. Started from scratch 20 years ago.
With 78% fee based, he's only working on Tuesday's as it is! Haha
Peters?
Scratch
Scratch
Took over a"vacant" branch that had about 6MM AUM