$160MM AUM | $1.9MM GDC in Bellevue, WA

Market
Advisor
Member Level
Lite
Last Activity
this week
General
Listing Type
Merge | Succession | Continuity
Location
Bellevue, WA, US
Fee 0% Commission 100%
Gross Revenue
$1,900,000.00
# of Accounts
210
Avg Client Age
60
Overview

Fee-only financial planning and investment management. Top three staff have 44, 38, and 17 years experience.
Current average portfolio allocation: individual stocks - 55%, fixed income short-term bond funds - 40%; MM funds 5%.
Primary shareholder: 35+years membership in Seattle Estate Planning Council, CLU, ChFC, MSFS, 44 years in practice.

Present company started in 1994 in Seattle. Fee only in 2000.
Goal: continuity through purchase of shares by an acquiring firm (merge), or internal growth by adding additional staff).

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