$130MM AUM | $950,000 GDC in Edison, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Edison, NJ, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$130,000,000.00
Gross Revenue
$950,000.00
# of Accounts
300
Avg Client Age
60
Overview

We drive the process through the use of Advanced Plan Design in Retirement Plans, i.e. New Comparability, Cross Tested Cash Balance, Non Qualified Deferred Compensation, striving to provide significant tax benefits for the Highly Compensated. We provide needs based comprehensive financial planning. Strong strategic alliance with the CPA community.

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