This fee-only RIA practice located in San Diego County is focused on providing its 257 household clients with personalized financial planning and investment management services. This practice deploys a globally diversified investment approach in building portfolios for its clients using DFA equity mutual funds, actively managed fixed-income funds, real estate, and alternative strategies. 2021 revenue for this practice was $1,370,848, 99% from managing roughly $185,000,000 in assets with the remaining from financial planning fees.
This is a Sell and Stay® opportunity as one of the practice’s principals and 1 part-time and 2 full-time employees seek to remain with the acquiring firm post-sale. The seller is looking for a partner firm that uses Fidelity as their custodian and Orion as their portfolio management software.