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Financial Advisor   

$100MM AUM | $995,000 GDC in San Diego, CA

Member Level
Premier
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
San Diego, CA, US
12 Month Gross Revenue
$995,000
Number of Accounts
40
Avg Client Age
68

Overview

Qualified buyer who has previously bought a practice through Succession Link with 100% retention (less one client who passed away due to age). I'm interested in acquiring practices from select advisors exiting the industry over the next 0-5 years. Clean U-4. Likely an all cash buyer depending on size of practice. I advise on $100mm for families around the country. My firm is comprised of 5 independent advisors (that is, we each have our own clients) who collectively manage roughly $500mm.

Additionally, I spent roughly a decade consulting financial advisors nationwide at most major intermediaries, so I am deeply familiar with different practice models, products, services, etc., and what is required for a seamless practice transition. I welcome the opportunity for an introductory call to see if we are a good fit.

 
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