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Financial Advisor   

$132MM AUM | $1.1MM GDC in Starkville, MS

Member Level
Premier
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
Starkville, MS, US
12 Month Gross Revenue
$1,150,000
Number of Accounts
500
Avg Client Age
60

Overview

fee only practice looking to grow through merger or acquiring a similar practice.. Client focused , passive investment approach using DFA.

 
Extended Profile Information

Peer to Peer
Finance
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New Opportunities Daily
Zero Transaction Fees
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