$8MM AUM | $70,000 GDC in Portland, OR

Market
Advisor
Member Level
Lite
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Portland , OR, US
Fee 0% Commission 100%
Gross Revenue
$70,000.00
# of Accounts
142
Avg Client Age
50
Overview

My goal is to expand my practice into one that is almost entirely fee-based, with an emphasis on financial planning and warm client relations. My current practice is a hybrid of commission and fee-based, with an emphasis on Sustainable, Responsible and Impact investing. . I'm a Certified Financial Planner ® , and hold an MBA. My practice is in Portland, with clients in three other states.

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