$29MM AUM | $240,000 GDC in San Rafael, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
San Rafael, CA, US
Fee 0% Commission 100%
Gross Revenue
$240,000
# of Accounts
125
Avg Client Age
50
Overview

I hope to find a seller looking for a more sophisticated / technical young advisory partner that is willing to work outside of a cookie cutter model portfolio structure. Willing to negotiate an earn-out sale and excited by the opportunity of selling to a firm that also does tax preparation and planning.

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