$45MM AUM | $365,000 GDC in
Newport Beach, CA
I am a fee based advisor with my own state registered (CA) RIA operating in S Corp form. Approximately 65-70% of my business is fee, with all of my fee based business custodied at Schwab Institutional. I am also a tax attorney, and am looking to enhance by business pursuant to an acquisition or combination of another practice. I have never had a fee client leave my practice, which I believe is indicative of my process and commitment to my service model. My practice is approximately $45M in AUM. I am very interested in exploring this opportunity as it seems to fit my objectives and personal skill sets.