Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Newport Beach, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$300,000.00
# of Accounts
75
Avg Client Age
55
Overview

My Partner and I are looking to expand through acquisition and are currently working in a Hybrid model. We use a a custom model based off of Ivy League University Endowment Models with a mix of Private and Public investments to create a custom portfolio with a predictable income stream. We have a CFA and accountants on staff to further assist in portfolio and tax analysis to truly customize an investment portfolio for our clients. We also have a substantial marketing budget that we use for monthly seminars.

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