$16MM AUM | $80,000 GDC in
I am a financial advisor with a comprehensive financial planning practice looking to expand on my fee-based investment management business. I use several fee based platforms focusing on efficiency of the portfolio in cost/value area using individual securities, ETF's and MF's. Looking to scale with acquisition and/or merger/continuity. Willing to move to a new platform if it is a good fit with tools and technology.