Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Weslaco, TX, US
Profile Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$22,000,000.00
Gross Revenue
$200,000.00
# of Accounts
135
Avg Client Age
61
Overview

We are an independent financial advisory firm, focusing primarily on wealth management and retirement planning. We work with businesses to fine tune their company retirement plans, lower costs and exceed service expectations. We help retirees transition from an accumulation stage to a distribution stage of their financial lives. We are transitioning from a transaction based firm to a fee based firm.

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