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Financial Advisor   

$20MM AUM | $200,000 GDC in Gilbert, AZ

Member Level
Basic
Last Activity
within 3 months

Business Mix:

1% Comm
99% Fee

General

Location
Gilbert, AZ, US
12 Month Gross Revenue
$200,000
Number of Accounts
76
Avg Client Age
58

Overview

I run a boutique advisory practice. My desire is to provide first-class service to a small group of high net-worth households. My practice is nearly 100% fee based. As a Christian, I view my role as an opportunity to serve the needs of my clients with the highest level of integrity. I'm looking at the potential of purchasing or merging a similar book of business.

 
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