$10MM AUM | $75 GDC in Sarasota,, FL

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer
Location
Sarasota, , FL, US
Fee 0% Commission 100%
Gross Revenue
$75.00
# of Accounts
20
Avg Client Age
60
Overview

We are an independent registered investment advisor in Sarasota, FL; Lexington, KY; Boston, Massachusetts. Our primary focus is financial planning with areas of expertise in retirement, tax, and estate planning.

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