Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Brentwood , TN, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$240,000,000.00
Overview

I run a specialty retirement plan advisory and investment management practice in Nashville TN. As advisors look to move out of the retirement plan advisory space given the recent added complexities, we look to be a resource for transitioning plan relationships. We have experience with 401(k) and ERISA 403(b) plans of all sizes but find the most beneficial impact in the medium size plan space.

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