$11MM AUM | $86,000 GDC in Durham, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Durham, NC, US
Listing Type
Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$86,000.00
# of Accounts
30
Avg Client Age
60
Overview

Although I have solved my succession issues, someone may be interested in the multi-cap, multi-style, quarterly rotation ETF strategy that I developed. It is rules-based solely on reported fundamentals. The process, macro, and returns have been vetted and audited. Year to date, as of August 31st, Fidelity clients after are up 20.9% after fees versus up 9.94% for the S&P 500.
Mike Dickerson
(___-___-____

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