$155MM AUM | $1.6MM GDC in Bettendorf, IA

Market
Advisor
Member Level
Lite
Last Activity
within 3 months
General
Listing Type
Buyer | Merge
Location
Bettendorf, IA, US
Fee 0% Commission 100%
$1,600,000
Gross Revenue
930
# of Accounts
55
Avg Client Age
Overview

We are a Fee Only RIA that does comprehensive financial planning on a fixed fee and hourly rate as well as charge a fee to manage assets using our proprietary Dynamic Allocation investment strategies.

Extended Profile Information

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