Overview

Two partners looking to expand RIA fee based only. I am an accountant with strong tax background and we provide advanced tax planning strategies to CPA and Estate Tax Law firms serving as a resource to them. Our clients are predominantly referred to us by these professionals. My partner is part of my succession planning and oversee's our investment advisory and 401(K) business. Right Seller would be fee based, have client age 55+, with mix of high net worth clients. Ideal if Seller maintains relationships with their client CPA's and or Attorney's. Our primary office is located in Diamond Bar and we have a presence primarily in Orange County, but also in Encino and LA area, as well as San Diego area.

Last Activity
6 months or more

Business Data

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