$120MM AUM | $900,000 GDC in Encino, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Encino, CA, US
Fee 0% Commission 100%
Gross Revenue
$900,000.00
# of Accounts
250
Avg Client Age
65
Overview

We are a commission only practice interested in expansion. We have been operating for 40 years so we have an established practice with sizable AUM. We do comprehensive financial planning and charge a one time fee to new clients to prepare a customized financial plan. We charge a nominal annual retainer. The bulk of our revenue is from assets under management. I have a strong life insurance background and we are very conscientious with regards to downside risk utilizing variable annuities with guaranteed income and death benefits as well as other downside risk mitigation strategies. We serve the middle market from $0 -$12,000,000 in net worth.

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