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Financial Advisor   

$275MM AUM | $2.2MM GDC in Lafayette, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Lafayette, CA, US
12 Month Gross Revenue
$2,200,000
Number of Accounts
600
Avg Client Age
60

Overview

Fee Only RIA providing financial planning and investment management to pre-retired and retired clients with $1MM in investment assets.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
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