$81MM AUM | $650,000 GDC in Irvine, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Irvine, CA, US
Listing Type
Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$81,000,000.00
Gross Revenue
$650,000.00
# of Accounts
160
Avg Client Age
60
Overview

We are a Fee Only RIA looking for a motivated advisor to join me, learn the practice and take over within 5 years. We use primarily DFA funds, along with other funds such as Vanguard, ishares, etc. I am a CPA/PFS with a strong referral base and a focus on after-tax returns and goals-based financial planning.

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