$12MM AUM | $135,000 GDC in Carlsbad, CA

Market
RIA
Member Level
Basic
Last Activity
today
General
Compatibility
Location
Carlsbad, CA, US
Listing Type
Seller
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
Gross Revenue
$135,000.00
# of Accounts
100
Avg Client Age
60
Partial Book Sale
Yes
Overview

I have 80 clients with revenue of $135,000 that I am looking for a good home for. These are great people who have been well cared for. Most of them have a plan through eMoney, are used to fee based investment management using Dimensional Funds and meeting once a year to update their plan. As we have grown I can no longer keep up servicing this amount of people and am looking for the right person to take over managing the relationships. The ideal candidate cares about people, is a CFP, does financial planning preferably through eMoney and works with Dimensional Funds. If you fit this description please contact me to discuss further. If interested please email ___

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