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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Hollister, CA, US
Fee 0% Commission 100%
$270,000
Gross Revenue
90
# of Accounts
55
Avg Client Age
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.

Extended Profile Information

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