Overview

We manage $75mil+ at Pershing Advisor Solutions, a fee only platform. We have two CFP EAs. the younger partners are 45 and 40 years old. We do financial planning for clients for 1% on 1st mil, .5% on 2nd mil, and 25% on 3rd mil and above. We provide tax returns and planning, an annual CNA update and estate planning ___ included under the 1% asset based fee. We also have a number of clients on a flat $5k or $2,500 annual fee, billed quarterly in arrears. We have 115 client house holds with an average age of 65. We use ETF and Mutual Funds in model portfolios. We have a clean compliance record. Oldest partner is age 60 with 34 years in the business and has series 7 and 24 but do almost no commissionable business.

Market
Advisor/RIA
Member Level
Basic
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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