Overview

I run a planning based practice with a very defined service model. I am looking to acquire additional clients who have been or desire to be in a planning practice. I run a fee based and commissioned based business. We position assets wherever is least expensive for the client. If they have a buy an hold portion of their assets, we managed those in a commissioned based account. If the account is t be managed or actively traded, then we would use a fee based model to save money for client.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...