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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Southlake, TX, US
Fee 0% Commission 100%
Gross Revenue
$600,000
# 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

Extended Profile Information

Loading...