$55MM AUM | $400,000 GDC in Irvine, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Irvine, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$55,000,000.00
Gross Revenue
$400,000.00
# of Accounts
500
Avg Client Age
60
Overview

I am interested in acquiring practices that have similar structure and values that I currently represent. I look to build solid relationships and have a practice that puts the client first and where complete planning is the focus. At our firm we do tax planning, estate planning as well as investments so the client has a complete plan in place. Being a younger individual with over 10 years experience, I feel I have the knowledge and energy to help continue the legacy of any Advisor who is selling their practice and has devoted their heart and soul into building their relationships with their clients. We take a team approach at My firm so I have 2 other Advisors on my team to help service clients and make sure communication is always first priority.

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