Market
RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
319 days old
General
Location
Upper Arlington, OH, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$27,000,000.00
Gross Revenue
$227,000.00
# of Accounts
68
Avg Client Age
52
Overview

Looking to purchase a practice/book of business/ or business- We focus on outcome-driven solutions, and efficiency. We believe in financial planning and doing what is best for each client relationship no matter what. Unless there is a legacy product/mutual fund with a large tax burden/gain, we use a diverse mix of ETF's, individual equities and alternative investments (where appropriate) in our solutions. The allocations and strategies within each portfolio are dependent on what the client is working to accomplish.

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