$4MM AUM | $60,000 GDC in Mission Viejo, CA

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Mission Viejo, CA, US
Fee 0% Commission 100%
Gross Revenue
$60,000
# of Accounts
30
Avg Client Age
65
Overview

Fee-only financial planning and recently added investment management. In the field since the late 1990's, have been solo since 2008 and have recently hired a second advisor to help expand. Primarily looking to join another small practice that is looking for a successor.
Considering going back to broker/dealer for insurance. I specialize in working with families with special needs children and life insurance is a large component.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...