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SL advisors Listing
Financial Advisor   

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

Member Level
Basic
Last Activity
within 3 months

Business Mix:

0% Comm
100% Fee

General

Location
Solana Beach, CA, US
12 Month Gross Revenue
$550,000
Number 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.

 
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