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Financial Advisor   

$10MM AUM | $100,000 GDC in Westlake Village, CA

Member Level
Basic
Last Activity
within 2 months

Business Mix:

0% Comm
100% Fee

General

Location
Westlake Village, CA, US
12 Month Gross Revenue
$100,000
Number of Accounts
40
Avg Client Age
57

Overview

The book is 100% Advisory. Nearly all mutual funds (Institutional share class), a few legacy individual equity positions, some ETFs. No use of options or proprietary strategies. Mostly conservative clients, as the asset mix is 75% fixed income 25% equities (mutual funds/ETFs). Use both passive and active strategies (depending on client's goals and objectives). Would be looking to merge/buy a practice that fits this type of client mix.

 
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