$39MM AUM | $410,000 GDC in Mckinney, TX

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer
Location
Mckinney, TX, US
Fee 0% Commission 100%
Gross Revenue
$410,000.00
# of Accounts
85
Avg Client Age
60
Overview

Full service financial planning, financial management, estate planning, cash flow management, and client business consulting. Average tenure of clients 20 plus years. Equity indexed annuities used only as a "safe money" allocation to a client portfolio with commission amortized over 7 years and then annuity is included in fee assets. Life insurance only used for survivor planning when needed and for estate planning when indicated -- only insurance to clients only, and only as need indicated by financial plan. Two principals in firm, myself (age 76) and my son-in-law (age 44). Office out of home office. Registered Investment Adviser -- Registered as Wealth Management and Preservation, Inc. -- state of Texas -- also known as Fowler Financial Management

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 Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...