$55MM AUM | $450,000 GDC in Calabasas, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Calabasas, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$55,000,000.00
Gross Revenue
$450,000.00
# of Accounts
144
Avg Client Age
66
Overview

We are developing a new concept for Wealth Management firms where all members become partners and receive high payouts and equity in an honest and transparent manner. Founder has 20 years experience at highest levels of wealth management. Receive total assistance to grow your business the way you would like. Our firm has a focus on long-term business owners and managed money versus short-term transactional base.

Entrepreneur driven model where the Advisor becomes the GoTo person in someones financial life. Check us out at ___, we also own a Robo Trading platform ___ and all members benefit from and share in the equity ownership. Tech driven firm with proprietary tools that members benefit from.

Ground floor opportunity worth investigating for anybody serious about financial advice as a career. Succession plans include 13 year trails which is totally unique to industry. No Shark policy for keeping your clients, yours. Very high payouts, great support, and thin net margins for management in transparent manner because members see all costs. Let us be in the mix for you in the evaluation of your career choices going forward. You wont be disappointed if you engage in this process for discovery.

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