Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
770 days old
General
Location
Marietta, GA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$5,250,000.00
Gross Revenue
$50,000.00
# of Accounts
45
Avg Client Age
55
Overview

Independent fee-based planning firm that works with small business owners, busy professionals, and retirees.

Retirement Planning and Investment Management is the focus, using NTF mutual funds in customized portfolios.

Looking to purchase a book of business between $1M - 5M in AUM.

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