Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Tarrytown, NY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$150,000.00
# of Accounts
100
Avg Client Age
65
Overview

Client-centric; Moved on from using mutual funds to developing portfolios to increase income and reduce client costs. Each client gets maximum care and concern. I still use managed money if the client desires that facility. My equity portfolios yield 5.7%-6% with beta < 1. When warranted, variable annuities through Riversource, which has the lowest M&E available, many investment options and excellent riders available.

Have completed all CFP education requirements and hold AAMS designation.

I want to grow through thoughtful acquisition.

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