$26MM AUM | $260,000 GDC in Beverly Hills, CA

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer
Location
Beverly Hills, CA, US
Fee 0% Commission 100%
Gross Revenue
$260,000.00
# of Accounts
120
Avg Client Age
55
Overview

I am an independent fee only Registered Investment Advisor and CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor® designee. I am looking to acquire a fee only independent Registered Investment Advisor with clients that are majority in their accumulation phase of life and are looking to work with a planner, who is a fiduciary, on their wealth management issues and investment management needs. I am looking for a firm or advisor of similar size to mine that is looking to sell or retire and transition their clients to a responsible fiduciary independent fee only advisor.

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