$14MM AUM | $175,000 GDC in Southlake, TX

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Southlake, TX, US
Fee 0% Commission 100%
Gross Revenue
$175,000.00
# of Accounts
50
Avg Client Age
61
Overview

My business is 100% fee based. We use Sherman market timing to rebalance monthly or quarterly on some accounts. We buy high quality individual stocks, low cost ETF's, and some fixed ___ when rates are higher.

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