Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
836 days old
General
Location
Canby, OR, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$45,000,000.00
Gross Revenue
$400,000.00
# of Accounts
300
Avg Client Age
60
Overview

I run discretionary portfolios for clients. These portfolios are run alongside a financial plan. The underlying theme with everything is risk management. This process was very beneficial to clients during the market meltdown of the 2008 era. It’s all about creating peace of mind for clients. Not to mention, making their lives more convenient and hopeful. I hope to find like minded practices whose advisors are looking to retire and want to make sure their clients will be in good hands.

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