Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
760 days old
General
Location
Newark, DE, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$2,500,000.00
Gross Revenue
$24,000.00
# of Accounts
18
Avg Client Age
60
Overview

My business is based on a hybrid platform mostly transactional over last 20+ years. My practice is making a major change with my philosophy on how clients wealth is structured. An emphasis on tactical money management will reverse my current perception as the insurance person and increase a revenue stream from mostly commissions to fees from growing my AUM. This philosophy will follow on any new portfolio acquisitions, and in the long run be better for the client's wealth.

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