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Financial Advisor

$15MM AUM | $300,000 GDC in Highlands Ranch, CO

Member Level
Basic
Last Activity
6 months or more

Business Mix:

50% Comm
50% Fee

General

Location
Highlands Ranch, CO, US
12 Month Gross Revenue
$300,000
Number of Accounts
60
Avg Client Age
60

Overview

I am the succession plan for my father-in-law. I am looking to grow my own book through being the succession plan for other advisors. Looking to buy a practice. I belief the markets are efficient and I don't stock pick, market time or track record invest. I follow modern portfolio theory and the 3 factor model as the basis for my managed money.

 
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