Overview

Husband/Wife team. 100% fee-based practice in Huntsville, AL centered on financial planning and an exceptional client service experience. Currently $30MM in AUM with a 1.5% ROA. Average household $500k. Looking to expand our business ideally through purchasing another book and working together with the advisor to transition the client relationships successfully.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred