Overview

High touch, Fee only, RIA practice. Currently a solo practice, looking for opportunities to find the right practice to join up with or buyout, to grow the firm and to gain operational efficiencies. Currently performing in house management of the investments thru the use of a core passive ETF strategy with active managed satellites. Financial planning is heavily emphasized before any money management takes place. Preferably looking for another practitioner also holding CFP(r) designation. Current custody is at TD Ameritrade Institutional.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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