Listing in Occoquan, VA

Market
Advisor/RIA
Member Level
Lite
Last Activity
today
General
Compatibility
Location
Occoquan, VA, US
Listing Type
Merge | Join A Practice
Fee 0% Commission 100%
# of Accounts
15
Avg Client Age
55
Overview

We are currently a fee-only, hourly/project fee RIA registered in Virginia and Rhode Island. We do not manage client funds as of now, but have started a relationship with a fixed-fee portfolio management firm to have a collaborative team effort for client funds. We have a relationship with TD Ameritrade Institutional for client accounts but not on an AUM basis.
We are looking ahead to other strategic relationships to possibly include other forms of client compensation.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred

Loading...