$55MM AUM | $550,000 GDC in Solana Beach, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Solana Beach, CA, US
Fee 0% Commission 100%
Gross Revenue
$550,000
# of Accounts
30
Avg Client Age
50
Overview

Successful wealth management/ financial planning practice looking to acquire advisory practice to transition in to a large firm with a very lucrative transition plan. We use index strategies and 100% fee based practice.

Extended Profile Information

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