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Financial Advisor   

$46MM AUM | $680,000 GDC in Bradenton, FL

Member Level
Premier
Last Activity
2 weeks

Business Mix:

20% Comm
80% Fee

General

Location
Bradenton, FL, US
12 Month Gross Revenue
$680,000
Number of Accounts
250
Avg Client Age
60

Overview

Primarily a Wealth management firm with a tax efficient retirement income planning focus. We also have a tax practice. Almost all transactions are financial planning based. We do fee based plans and mostly fee based AUM and fixed annuities as part of our retirement income planning process

 
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