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.

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