$40MM AUM | $200,000 GDC in Walnut Creek, CA

Market
Advisor
Member Level
Premier
Last Activity
this week
Listing Age
77 days old
General
Listing Type
Buyer
Location
Walnut Creek, CA, US
Fee 0% Commission 100%
Gross Revenue
$200,000.00
# of Accounts
20
Avg Client Age
60
Overview

All of my clients have an annual financial plan review and periodic portfolio reviews. I work with High Net Worth individuals and families.
I have been in the wealth management business for over 30 years. This is the second practice I have built. So far I have gathered 40M AUM in 18 months and would like to purchase a clean fee based practice that provides clients with both financial planning and portfolio management at a fair price for both seller and buyer.

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