$80MM AUM | $450,000 GDC in Ross & Sun Valley, Idaho, CA

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Succession
Location
Ross & Sun Valley, Idaho, CA, US
Fee 0% Commission 100%
$450,000
Gross Revenue
300
# of Accounts
58
Avg Client Age
Overview

I would like a to acquire a like-minded firm; similar in culture and management approach. We believe in asset class investing (via DFA) and a comprehensive advanced planning approach (estate, tax, insurance, charitable giving) towards successful financial and lifestyle outcomes.

Extended Profile Information

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