$18MM AUM | $165,000 GDC in San Rafael, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
San Rafael , CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$18,000,000.00
Gross Revenue
$165,000.00
# of Accounts
200
Avg Client Age
62
Overview

I have a small practice which could use some TLC. I have been a financial advisor for almost 30 years. Most of my clients have been with me for over 20 years. I am looking to transition out of the day to day operations and into a planning and consulting role. Update 9/21/16: I met with a few of my clients to discuss the transition possibility. Some strong opinions emerged: succeeding advisor must be someone who has a socially responsible attitude if not full blown emphasis, and who would not vote for Trump ever. Doesn't have to be a Clinton supporter, just can't be a Trump supporter. What can I say, our clients reflect who we are. So if you are interested in a mixed bag of socially liberal clients (with a few gun nuts in the mix,) hit me up.

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