$10MM AUM | $60,000 GDC in La Jolla, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Successor
Location
La Jolla, CA, US
Fee 0% Commission 100%
Gross Revenue
$60,000.00
# of Accounts
50
Avg Client Age
48
Overview

Looking to for a couple of opportunities: One would be to buy an existing book of business, ideally one that is 80-100% fee income based. Second would be to find a succession planning situation with an advisor who is nearing retirement, 1-3 years out.

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