$50MM AUM | $450,000 GDC in Portland, OR

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Compatibility
Location
Portland, OR, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$450,000.00
# of Accounts
475
Avg Client Age
50
Overview

We are a fee only boutique firm with a strong focus on the financial planning process for our clients. The advisors at Clarity Wealth Development are CFP(R) practitioners and members of FPA and NAPFA. We are currently looking to increase our Portland book of business.

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