$35MM AUM | $300,000 GDC in San Diego, CA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Location
San Diego, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
300
Avg Client Age
60
Overview

Growing my business. Open to purchasing books of business in San Diego County from advisors who are primarily commission based and don't want to transition to fees. I work well with retirees and pre-retirees on income and legacy solutions.

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