Overview

We manage $123mil+ at Pershing Advisor Solutions, a fee only platform. We have two CFPs one EA three CEPs three CTECs one Real Estate Broker. the younger partners are 46 and 51years 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 190 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 67 with 40 years in the business and has series 7 and 24 but do almost no commissionable business. We've purchased 3 income tax practices in the past 2 years and prepared 700 tax returns this year.

Last Activity
6 months or more

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