$160,000 AUM | $800,000 GDC in Oxford, OH

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Oxford , OH, US
Fee 0% Commission 100%
Gross Revenue
$800,000
# of Accounts
600
Avg Client Age
55
Overview

We provide custom portfolio management services and seek to provide investors with appropriate investment solutions, transparent fees, and exceptional service. Fee only, individual stocks and bonds, and some index funds.

Extended Profile Information

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