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Financial Advisor   

$250MM AUM | $750,000 GDC in Lakewood, OH

Member Level
Basic
Last Activity
today

Business Mix:

50% Comm
50% Fee

General

Location
Lakewood , OH, US
12 Month Gross Revenue
$750,000
Number of Accounts
1,000
Avg Client Age
55

Overview

As a firm we are making the transition to fee based model portfolios. We have created 9 models to fit the needs of our clients

We are looking to expand and have capacity to take on advisors looking to transition out mow or down the road.

 
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