$20MM AUM | $150,000 GDC in Ballwin, MO

Market
Advisor
Member Level
Premier
Last Activity
this month
Listing Age
284 days old
General
Listing Type
Buyer
Location
Ballwin, MO, US
Fee 0% Commission 100%
Gross Revenue
$150,000.00
# of Accounts
120
Avg Client Age
47
Overview

I'm looking to add some clients in the St. Louis area so that I can help them in all areas of their financial interests. Lower their fees, lower their risk within portfolio, make sure they have enough insurance protection, but not over-insured. Make sure they'll have tax free pool of monies in Retirement.

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