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Financial Advisor   

$20MM AUM | $200,000 GDC in Newport Beach, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Newport Beach, CA, US
12 Month Gross Revenue
$200,000
Number of Accounts
44
Avg Client Age
55

Overview

Redmount Capital Partners is looking to buy or merge fee-only WM practices. We are a partnership-owned, fiduciary, and fee-only advisory firm. Our clients find us different due to our big-picture orientation and long-term focus, which uniquely aligns our interests with those of our clients, mainly entrepreneurs.

 
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