Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Location
San Francisco, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$260,000,000.00
Gross Revenue
$2,100,000.00
# of Accounts
750
Avg Client Age
55
Overview

If you are considering the sale of your book or looking for a transition to retirement over 3-5 years, we can help. I am a CFP on a team with three other advisors (2 other CFPs), 260MM AUM, 2.1MM GDC, 85% fee based. We each have more than 15 years in the business. We are a buyer and our Fortune 500, $150 billion dollar company writes the check - no worry about an individual buyer's credit. We split the team duties as Financial Planner, Rainmaker/Insurances, and Investment manager. We take a holistic financial planning approach with all clients. We care about our clients as friends and family, and as CFPs we always do what is best for our clients. Please call me at your convenience.
John Ritchie ___-___-____
___

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