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Financial Advisor

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

Member Level
Basic
Last Activity
6 months or more

Business Mix:

5% Comm
95% Fee

General

Location
Sarasota, , FL, US
12 Month Gross Revenue
$75
Number 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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