The practice focuses on financial planning (eMoney) and asset management with an emphasis on risk management (Riskalyze). The practice has a fee-based focus but utilizes commissions when appropriate. We use Dimensional Funds for a core part of our investment models but are not "purists".
I personally am 44 years old and will hit 20 years in the business as a financial advisor this year. I am married for 12 years and have 3 children. We are active members of Cottonwood Creek Baptist Church, I love to hunt, fish, play golf and am active both civicly and charitably.
I have acquired another book in the past with success and am familiar with the many details that lead to a successful buyout.
We are looking for a buyout opportunity in the DFW area that is primarily fee-based.