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Financial Advisor   

$60MM AUM | $550 GDC in Tigard, OR

Member Level
Basic
Last Activity
6 months or more

Business Mix:

7% Comm
93% Fee

General

Location
Tigard, OR, US
12 Month Gross Revenue
$550
Number of Accounts
300
Avg Client Age
60

Overview

95% fee. Combined 55 years experience. Common sense asset allocation and diversification. Fair AUM Fee. Low cost Index, Smart beat and active funds and etf's. Some SPIA and QLAC fro retirement income. No VA's or FIA's. IRA and Retirement Income focused with both written IPS and RPS documented for Fiduciary soundness and process.

 
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