$120MM AUM | $1MM GDC in
San Francisco, CA
We're two advisors looking to merge with a firm (RIA/Hybrid RIA) with a focus on fee-based financial planning and wealth services, in addition to investment advisory. The ideal match is already utilizing industry-leading technology for financial planning outputs, performance reporting, and everything related with client experience. Our firm is shifting to annual financial planning fees for clients looking for ongoing comprehensive advice, and a 1% investment advisory fee for the management of assets in conjunction with a plan. Our client base is comprised mainly of HENRY's. Practice makeup is mostly investment advisory, financial planning, and estate planning. Some alternative investments, annuities, and insurance.
Our practice currently consists of two advisors and an administrative associate. We've been in business since 2009.
Practices can be located in San Francisco Bay Area.