$2.5MM AUM | $1.5MM GDC in Newport Beach, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Newport Beach, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$2,500,000.00
Gross Revenue
$1,500,000.00
# of Accounts
300
Avg Client Age
45
Overview

I work for a major Wirehouse located in Newport Beach. I am interested in recruiting one Senior Advisor or Advisor Team looking for a succession planning (with next 3-5 years). The Agreement consists of an upfront check and a split deal with a successor Advisor (the exact numbers to be negotiated (deadline is Sept 1, 2017). The location of the practice is flexible.

I would like to be the successor Advisor. I look forward to speaking with you.

See article - Wall street scales back on recruiting: http://___

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