$50MM AUM | $560,000 GDC in Irvine, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Irvine, CA, US
Fee 0% Commission 100%
Gross Revenue
$560,000.00
# of Accounts
600
Avg Client Age
50
Overview

I'm a younger (36) successful growing advisor that has about 50 million under management, generating around 550k-600k in revenue, and now looking to grow through acquisition. I run a primarily fee-based practice that has about 85% in recurring revenue through managed accounts with small exposure to some annuities, UITs, and insurance when suitable. I do comprehensive financial planning and wealth management in my practice so it's a very DOL compliant book. We run a tight client service model with 2 - 4 scheduled service review meetings per year (client base is segmented where A/B clients get a higher level of service and C/D clients get a lower level). We do educational/fun events for clients and prospects about 11 - 12 times per year. I have one staff and one newer junior advisor on my team.

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