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Financial Advisor   

$60MM AUM | $600,000 GDC in Southlake, TX

Member Level
Basic
Last Activity
6 months or more

Business Mix:

15% Comm
85% Fee

General

Location
Southlake, TX, US
12 Month Gross Revenue
$600,000
Number of Accounts
300
Avg Client Age
59

Overview

Primarily a fee based wealth management firm. Goal based and planning oriented business using traditional core investments with an alternative asset overlay. Also focus on tax planning, risk management, and estate planning

 
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