Overview

Currently working within an RIA with my own book of business (about $1.4 annual revenue-100% fee only based on AUM). Serve as the firm's defacto CIO, so I am able to run investment strategy and service clients. Would like to move to San Diego or Santa Barbara and find a partner/firm that would eventually take over my clients (at a price) in the next 5-6 years. Could stay on as consultant for a while too. All info provided here applies to my part of the business, not the whole firm. My home address is used for this purpose, rather than the RIA address.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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