Overview

We focus on fewer households and do more for them. We get involved in all aspects of our clients' planning: financial, cash flow, investments, taxes, insurance and estate (we have a stable of outside professionals to handle tax, legal and property/casualty insurance). Our revenue is generated by fee-based advisory accounts, financial planning fees, insurance/annuity commissions and legacy 12b-1 and renewal commissions.

We are seeking 10 - 20 households, each with $1MM to $5MM AUM advisory.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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CRM Systems

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