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Financial Advisor

$500MM AUM | $4MM GDC in Sunset Hills, MO

Member Level
Premier
Last Activity
this week

Business Mix:

75% Comm
25% Fee

General

Location
Sunset Hills, MO, US
12 Month Gross Revenue
$4,000,000
Number of Accounts
2,500
Avg Client Age
60

Overview

50% of our business revenue comes from Insurance related strategies revolving around Life Insurance as an Asset Class to replace Cash and Bonds in a client's portfolio. Some people refer to this strategy as "Privatized Banking." We also utilize Alternative Investment strategies (Non-Traded REIT's, BDC's) with our clientele. We operate a Tax Practice (e3 Tax) that serves 2,500 individual and corporate clients with accounting, bookkeeping, auditing, and overall consulting. Also, we integrate those services into our Resource Network for Individuals and Business Owners.

 
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