Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Phoenix, AZ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$60,000.00
# of Accounts
40
Avg Client Age
45
Overview

I have been seeking to actively grow my managed account business (increasing from 4M AUM to 10M AUM in the past two and a half years) in an effort to build a revenue model that allows me to serve clients for financial planning needs while anticipating DOL changes upcoming to our industry.

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