Overview

Currently specializing in Retirement Income planning as part of a comprehensive financial practice including planning, tax and advisory services.
Average fee 1.5-1.6% of AUM
Looking to grow practice regionally; Western Montana, Wyoming and Colorado.
Looking especially for assistance in scale, systems and on-boarding process.
Looking for assistance in use of technology as well.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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