Overview

We are a fully comprehensive financial planning firm. We actively manage accounts and retirement accounts. We do charge a commission for insurance products still so we are fee-based. Our custodian Interactive Brokers holds 61.2 billion in assets as of 2017. They charge one dollar per equity trade. They are the cheapest broker by far and with the best advice and the lowest commissions we are the best. The average AUM charge is around 1%.


Last Activity
6 months or more

Business Data

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