Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Vallejo, CA, US
Profile Type
Seller | Find Successor
Fee 0% Commission 100%
AUM
$5,000,000.00
Gross Revenue
$45,000.00
# of Accounts
100
Avg Client Age
55
Overview

90% fee based, SAM accounts are the majority ( that are mutual fund based)
The bulk of the client base is in California, some are in Utah, Massachusetts, New York.
Loyal client base.
Sell within 1 year, the purchase terms are negotiable.

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