$13MM AUM | $140,000 GDC in Sun City West, AZ

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Sun City West, AZ, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$140,000.00
# of Accounts
200
Avg Client Age
60
Overview

I manage money for individuals mostly through the Fidelity IWS and Schwab platform. This is shifting as I am researching third party managers to simplify my life, and improve client investment access.

I have a good mix of clients both working and retired as well as some businesses.

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