$4.5MM AUM | $40,000 GDC in Cypress, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Listing Age
300 days old
General
Compatibility
Location
Cypress, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$40,000.00
# of Accounts
20
Avg Client Age
60
Overview

I am looking for the opportunity to maybe buy a retiring advisor's book and grow that way and continue building my practice at the same time. I am a hands on money manager still using the art of portfolio construction and planning out the client's needs. I specialize in income planning, managed money, retirement planning and insurance protection.

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