Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
862 days old
General
Location
Sacramento, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$8,000,000.00
Gross Revenue
$130,000.00
# of Accounts
35
Avg Client Age
70
Overview

We are a fee based, independent RIA looking to purchase a small/medium book of business. We specialize in retirement planning for individuals. We are a registered fiduciary and are a fee only advisor. We sometimes use indexed annuities in retirement plans when the situation calls. We take the fiduciary responsibility seriously and only use ETFs as investment vehicles to avoid high fees of mutual funds.

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