$30mm fee-based or bust
Inspired by scrim67, I will be posting my fee-based clients and fee-based AUM monthly. My goal is to be at $30mm by Jan 2013.
I hope you reach your goal earlier than expected (that is always a nice present!) Best wishes to your success!
42 clients $11.7mm
I brought in a new client plus a little market appreciation. I sent two smaller clients to the call center.
In 3 months your brought in $800K? that is only 3.2M per year?
Less. He said some was market appreciation. At this rate, he will hit his target in 2016.