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Financial Advisor   

$80MM AUM | $450,000 GDC in Ross, CA

Member Level
Premier
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Ross , CA, US
12 Month Gross Revenue
$450,000
Number of Accounts
300
Avg Client Age
58

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.

 
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