Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
South Windsor, CT, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$43,000,000.00
Gross Revenue
$175,000.00
# of Accounts
100
Avg Client Age
60
Overview

100% Fee Only Investment Advisor. No outside wrap programs. Most are individual accounts. Use primarily ETF's, some mutual funds and some individual stocks. All client accounts are unique. Max fee for smaller accounts 1% AUM decreasing as assets increase. Provide little formal financial planning but work with clients on a variety of issues.

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