Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Monterey, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$165,000.00
# of Accounts
150
Avg Client Age
55
Overview

Cash buyer for all or part of your book of business. I make transitions easy and will work with you and your clients for a smooth, respectful, and successful transition. My ideal practice to acquire is one that focuses on the client's success via an active portfolio management strategy, customized for the client's specific financial goals. I am laser-focused on portfolio management and do not offer insurance or annuity products at this time. Seeking Millennial, Gen X, and Boomer clients, as well as their respective children, to help them plan, prepare, and save for their futures. Seeking existing fee-based practices and commission-based practices willing to transition to fee-based. I will also consider managing assets for other advisors on a split-fee basis. Let's grab a cup of coffee and discuss your practice and learn what we can do together.

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