$90MM AUM | $650,000 Rev in
I have a fee-only financial planning and investment management practice in Draper, UT. I manage about $90 million in AUM and provide financial planning to all AUM clients. In addition to the AUM model I also offer an hourly financial planning option which has been a growing part of the business. I'm interested in merging with other like-minded practices/advisors to combine resources, talents, and skills to fuel growth.