$1MM AUM | $600,000 GDC in Florham Park, NJ

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Florham Park, NJ, US
Fee 0% Commission 100%
Gross Revenue
$600,000
# of Accounts
200
Avg Client Age
50
Overview

I manage money for my clients as a money manager. I utilize a Dividend Growth Model. This model is customized with "other" satellite portfolios ie. mutual funds and seperate accounts. I also utilize ETF's for fixed income balanced mandates. My clients enjoy the continual feedback loop I provide through on going financial planning and income planning.

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