Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Lake Oswego, OR, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$55,000,000.00
Gross Revenue
$600,000.00
# of Accounts
100
Avg Client Age
57
Overview

Primarily fee based RIA. We do maintain a broker dealer relationship, primarily for incoming accounts, and servicing commissioned based products previously sold. The majority of our business comes by way of other advisers and professional relationships. We write a large amount of life insurance for business owners, executive benefit arrangements and estate planning purposes and are one of the few that offer true 409(A) Deferred Comp.

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