Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Palo Alto, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$525,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
1,000
Avg Client Age
50
Overview

We are looking for smaller shops to join our "hybrid" robo-platform and leverage our success and national presence and be part of the shift from high-priced, commission-based advice to a lower-cost, fiduciary model using index funds. Our model closely resembles Personal Capital.

Learn more about our firm here: ___

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