Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
467 days old
General
Location
Santa Clarita, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$60,000,000.00
Gross Revenue
$450,000.00
# of Accounts
500
Avg Client Age
50
Overview

I am looking to purchase a practice in a massive expansion project that will take place over the next 5 years. I am a comprehensive financial planner with a focus on the client's best interest. While I currently include commissions in my practice, the focus is on fee based and fee only services. I have wonderful relationships with my clients. I am looking for advisors who want to retire or transition, but really want to make sure their clients are taken care of when they are gone. I am looking to provide a win, win, win solution. A great opportunity for the advisor looking to sell, retire, or transition, a great solution that is in the best interest of that advisor's clients, and a great practice for us to include in our book of business.

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