$20MM AUM | $200,000 GDC in Walnut Creek, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Walnut Creek, CA, US
Fee 0% Commission 100%
Gross Revenue
$200,000
Overview

Seeking to acquire book of business in a partnership, offer a big pay upfront to advisor along with trail for them through retirement and to beneficiaries if need be. Not greedy, understand the hard work put in to build the business, definitely looking to keep retiree happy.

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