$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.
Jan 2010 43 clients $10.9mmgood catch, ice
I hope you reach your goal earlier than expected (that is always a nice present!) Best wishes to your success!
FredLooking forward to your thread, what’s your plan to get there?
Any updates??
April 2010
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?
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In 3 months your brought in $800K? that is only 3.2M per year?
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Less. He said some was market appreciation. At this rate, he will hit his target in 2016.
this is exciting
Well at least he is honest.
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