Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
500 days old
General
Location
Dallas, TX, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$650,000.00
# of Accounts
200
Avg Client Age
60
Overview

My team has been running a successful and forward thinking fee-based wealth management practice for 25 years. We focus on successful entrepreneurs, corporate executives and dental specialists. Our process walks the families we cover through comprehensive analysis, planning and implementation that never forgets the value of personal face-to-face relationships.

As we approach the middle of our careers we are looking forward to helping a solid practice create and execute a plan that benefits them and their clients in ways rarely found in our rapidly commoditizing industry.

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