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Financial Advisor   

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

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Oxford , OH, US
12 Month Gross Revenue
$800,000
Number 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.

 
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