$14MM AUM | $150,000 GDC in Wilsonville, OR

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Wilsonville, OR, US
Listing Type
Continuity
Fee 0% Commission 100%
Gross Revenue
$150,000.00
# of Accounts
220
Avg Client Age
45
Overview

Fee-only financial planning and investment management firm. Please see website for details on my pricing structure. I am interested in connecting with and advisor or firm that would be willing to be a part of my business continuity plan and could serve my clients if something were to happen to me.

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