$2.8MM AUM | $25,000 GDC in Colorado Springs, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Colorado Springs, CO, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$25,000.00
# of Accounts
31
Avg Client Age
45
Overview

The business model that I follow is providing complete financial advice and support to my clients. This encompasses financial planning, insurance needs, tax preparation, investing and accessing wealth as well as assisting my clients with estate planning. Integrating all aspects of a client's financial landscape provides recommendations which best meets the client's interests and needs, not just one sliver of it.

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