Market
Advisor/RIA
Member Level
Chalice
Last Activity
this month
General
Location
Eugene, OR, US
Profile Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$400,000.00
# of Accounts
250
Avg Client Age
68
Overview

Primarily fee-based, highly advisory, client centered practice. Focus is on preparing for and guiding through retirement for individuals and small 401K plans.

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