Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Boca Raton, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$450,000.00
# of Accounts
150
Avg Client Age
55
Overview

I have been practicing "comprehensive financial planning/holistic financial planning" since 1980. My practice is over 90% fee based.

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