Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Lake Forest, CA, US
Profile Type
Merge | Join A Practice
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$115,000.00
# of Accounts
20
Avg Client Age
65
Overview

Located in Lake Forest, my practice is split between Annuities, Life Insurance and AUM. Total current revenue was $500,000 in 2018 and is projected to be $600,000+ in 2019. While I continue to grow my practice organically, I would happily consider acquiring or merging the practice with another advisor.

If you are in or near Lake Forest, CA, let's merge our practices or share the office. Your and my clients want a sense of security that you and I have a succession plan in place. Or, if you want to keep your business separate, rent the space from me at a very reasonable price. I have large 2600 sq ft office with two rooms to spare. Also have a conference room.

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