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Financial Advisor   

$120MM AUM | $1.4MM GDC in Bettendorf, IA

Member Level
Lite
Last Activity
today

Business Mix:

0% Comm
100% Fee

General

Location
Bettendorf, IA, US
12 Month Gross Revenue
$1,400,000
Number of Accounts
930
Avg Client Age
55

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.

 
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