$20MM AUM | $150,000 GDC in Tarrytown, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Tarrytown, NY, US
Listing Type
Buyer
Fee 0% Commission 100%
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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...