$19MM AUM | $177,000 GDC in Birmingham, AL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Birmingham, AL, US
Profile Type
Merge | Find Successor
Fee 0% Commission 100%
AUM
$19,000,000.00
Gross Revenue
$177,000.00
# of Accounts
66
Avg Client Age
65
Overview

I am an Alabama registered Investment Advisor. I have approximately $19 million under management. My investment advisory practice is purely fee. I do not take commissions. My investment philosophy is passive, and I primarily use DFA funds to capture the performance of various asset classes.

I am an estate planning and tax attorney. Almost all of my investment client are estate planning clients.

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