Overview

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.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...