$21MM AUM | $211,000 GDC in San Diego, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
San Diego, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$21,000,000.00
Gross Revenue
$211,000.00
# of Accounts
100
Avg Client Age
55
Overview

I work with 21 families between 30-73 years old, ranging from $300k to $8m in assets, with an average of $1m per family. About 75% of my revenue is recurring fee-based from asset-management. I take a big-picture, holistic approach as a Certified Financial Planner, advising on insurance, investments, cash flow, estate planning, taxes, retirement and legacy. I've had a focus on Socially Responsible Investing for 12 years and I've found that people of all walks of life appreciate the opportunity to align their money with their values in a way that does not sacrifice the financial integrity of the portfolio.

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