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Financial Advisor   

$45MM AUM | $255,000 GDC in Fairfield, CT

Member Level
Premier
Last Activity
within 3 months

Business Mix:

5% Comm
95% Fee

General

Location
Fairfield, CT, US
12 Month Gross Revenue
$255,000
Number of Accounts
120
Avg Client Age
55

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)

 
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