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Financial Advisor   

$35MM AUM | $270,000 GDC in Hollister, CA

Member Level
Basic
Last Activity
this month

Business Mix:

2% Comm
98% Fee

General

Location
Hollister, CA, US
12 Month Gross Revenue
$270,000
Number of Accounts
90
Avg Client Age
55

Overview

Wealth management practice, with a financial planning focus which drives our investment management. Growth has always been from referrals. We use third party managers to manage assets. Client retention is over 95%. With a move to LPL Financial in 2016, 98% of assets moved with us. We have a highly scalable model. Incredibly high touch approach to client service. Focus is on high tech approach to working with clients. If clients are open to it, much of our interaction is virtual.

 
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