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Financial Advisor

$50MM AUM | $500,000 GDC in San Jose, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

25% Comm
75% Fee

General

Location
San Jose, CA, US
12 Month Gross Revenue
$500,000
Number of Accounts
500
Avg Client Age
48

Overview

My business is a high growth practice that is trending toward fully Fee Based or Fee Only. I am a very strong CFP/financial planner with a CPA background. I am primarily looking for small practices to consider merging into ___ the $5mill to $25mill AUM range.

 
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