Overview

Advisor Listing - $109MM AUM Merge Opportunity in San Antonio, TX. We are well experienced in fee based planning and execution with a wide variety of asset managers. Our approach to client service is based on a concept we call 'Personal CFO', as a number of clients who are retired would rather not deal with mundane things like hiring service folks or buying cars etc. Yes it's an 'old school' approach but our clients like it just fine and our retention rates exceed 99%.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months

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