$200MM AUM | $400,000 GDC in Santa Barbara, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Profile Age
402 days old
General
Location
Santa Barbara, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$400,000.00
# of Accounts
800
Avg Client Age
50
Overview

I am the Director of a group of Financial Advisors and I am looking to provide a succession plan for advisors looking to retire within ten years whether that is by purchasing the book of business or providing a vesting succession plan for the advisor going forward.

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