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Financial Advisor   

$50MM AUM | $450,000 GDC in Austin, TX

Member Level
Basic
Last Activity
this week

Business Mix:

5% Comm
95% Fee

General

Location
Austin, TX, US
12 Month Gross Revenue
$450,000
Number of Accounts
350
Avg Client Age
50

Overview

We are a RIA providing fee-only financial planning advice and asset management. I'm looking to bring on new clients and grow my practice through practice acquisitions.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
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