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Financial Advisor   

$85MM AUM | $125,000 GDC in Castle Rock, CO

Member Level
Basic
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Castle Rock, CO, US
12 Month Gross Revenue
$125,000
Number of Accounts
10
Avg Client Age
45

Overview

Castle Rock is a woman-owned RIA serving as a fiduciary retirement advisor to qualified plans on a flat dollar fee basis. We do not pursue rollover assets and do not offer wealth management services. We want to acquire qualified plans from advisors that will be impacted by the new DOL fiduciary regulation requirements.

 

Has Office Space to Share in Castle Rock, CO

I have a desk set up in a common space shared with the part-time marketing director. The common space is about 400 square feet and nicely furnished.

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