$53MM AUM | $450,000 GDC in Irvine, CA

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer
Location
Irvine, CA, US
Fee 0% Commission 100%
Gross Revenue
$450,000
# of Accounts
90
Avg Client Age
65
Overview

I do comprehensive financial planning, I'm 75% fee based and 25% transactional. I do insurance and lending so I'm able to service both sides of my client's balance sheet. I'd like to acquire a retiring advisor's business practice.

Extended Profile Information

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