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$30mm fee-based or bust

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Jan 23, 2010 9:17 pm

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 $10.9mm
Jan 23, 2010 9:30 pm

good catch, ice

Jan 26, 2010 12:07 pm

I hope you reach your goal earlier than expected (that is always a nice present!)  Best wishes to your success!

Jan 27, 2010 3:28 am

Looking forward to your thread, what’s your plan to get there?

Apr 7, 2010 6:15 pm

Any updates??

Apr 20, 2010 11:11 am

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.

Apr 20, 2010 3:43 pm

In 3 months your brought in $800K? that is only 3.2M per year?

Apr 20, 2010 4:40 pm


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.

Apr 21, 2010 8:02 pm

this is exciting

Apr 22, 2010 2:24 am

Well at least he is honest.