Overview

Primarily a Financial Planning based business. Offer fee-for-service Financial Planning and Asset Management. Majority of Asset Management is fee-based advisory. Clients are mainly mass-affluent, pre-retirees and entrepreneurs. Do offer some commission based services as well as insurance.

Looking to purchase small books of business for those practices looking to pare down clients or sell direct-at-fund books of business. Interested also in buying investment clients from insurance professionals.

Last Activity
this week

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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