Overview

I run a private wealth management practice. My areas of expertise are Qualified Retirement Plans, Financial Planning, Portfolio Management, and Insurance Planning. 80% of my revenues come from fees on managed accounts. I'm looking to grow my AUM through referral and acquisition. I would be interested in hearing from brokers who are planning to retire or phase themselves out of the business.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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