Overview

Fee Only RIA specializing in qualified retirement plan (90%+ of our business) looking to accelerate growth of our private client practice with a merger or an acquisition with a like minded firm. We currently have $15BN+ under nondiscretionary advisement but these are mostly large, institutional relationship that pay us an annual retainer. The remaining <10% of our business consists of discretionary wealth management. The Custody / clearing information shown below only applies to this segment. Our institutional clients custody any where they want. Be believe in generous (but not exclusive) use of index funds.


Last Activity
within 2 months
Listing Updated
Dec. 21, 2023

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