$20MM AUM | $168,000 GDC in Newport Beach, CA

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Newport Beach, CA, US
Fee 0% Commission 100%
Gross Revenue
$168,000
# of Accounts
115
Avg Client Age
60
Overview

I am a strong believer in customer service and have made a concerted effort to bring customer service back into our industry. My clients love the added attention and appreciate my prompt response to messages and emails.

I’m interested in connecting with advisors that are exploring retirement and want to pass on the responsibility of caring for their clients to someone that will value their clients as much as they have.

As trusted advisors, we want our clients feeling good about the recommendations we have made to them over the years. One of those recommendations that will stay with our clients is the introduction to the right successor when we finally exit the business.

I Look forward to serving your clients.

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