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Financial Advisor   

$191MM AUM | $542,000 GDC in Sacramento, CA

Member Level
Premier
Last Activity
2 weeks

Business Mix:

60% Comm
40% Fee

General

Location
Sacramento, CA, US
12 Month Gross Revenue
$542,000
Number of Accounts
3,900
Avg Client Age
55

Overview

We are a process led firm transitioning to a majority fee based model. The majority or new business brought on in the past few years has been fee-based.

We complete comprehensive retirement and cash flow analysis prior to any solutions to assure the best fit for the client.

We are a growing firm with capacity to absorb existing practices and provide high levels of service and attention. My practice has approximately 3900 accounts, covering 2000 with 101 households designated as "client" house holds.

Many of the households only request 15 minute, annual meetings in person or over the phone, which is completed by myself or my partners. We also provide group education on subjects ranging from estate planning, income tax planning, investment basics to Social Security maximization.

 
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