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$56MM AUM | $476,000 GDC in Newport Beach, CA

buyer

$476,000.00 Rev/Year
95% Fee
5% Commission
I am seeking to acquire a practice only if it is local to my area and only if it is a good fit. We offer wealth management services for our clients, we charge a fee for the planning work and are primarily fee-based. We provide a very high touch client experience.

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