Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Miami, FL, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$7,000,000.00
Gross Revenue
$40,000.00
# of Accounts
225
Avg Client Age
55
Overview

My Business is based on building a fee based book of business, where I inherited a book that was from a bank from a few years ago. The existing book is primarily Annuities but my focus over the past two years has been in fee based planning and asset management

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