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Financial Advisor

$30MM AUM | $325,000 GDC in Incline Village, NV

Member Level
Premier
Last Activity
within 2 months

Business Mix:

0% Comm
100% Fee

General

Location
Incline Village, NV, US
12 Month Gross Revenue
$325,000
Number of Accounts
80
Avg Client Age
55

Overview

We manage funds for low volatility with a focus on 8-9% return targets. We do not utilize mutual funds, nor insurance products.

We utilize real estate options through alternative options both equity based and as clients lending as a first position.

We have built a team of 5 individuals and are actively looking to acquire AUM through succession, or purchase.

 
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