Overview

Fee-only business working with high net worth individuals. Secondary focus is small/mid-market 401k Plans (open-arch/low-cost). Our equity exposure is primarily passive (DFA, Vanguard, iShares)

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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