$200MM AUM | $1.4MM GDC in Sacramento, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Location
Sacramento, CA, US
Listing Type
Find Successor | Continuity
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$1,400,000.00
# of Accounts
456
Avg Client Age
63
Overview

We are searching for a qualified advisor to join as succession partner in majority owner's retirement. Advisor will initially remain independent during a 'get to know you' period, then when parties agree will merge as owner-partner. Advisor must be a CFP licensee performing comprehensive financial planning, between ages 30-40, and have own investment book for equity buy-in. Advisor may be fee-only or dually licensed.

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