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Financial Advisor   

$35MM AUM | $325,000 GDC in Louisville, KY

Member Level
Basic
Last Activity
within 2 months

Business Mix:

25% Comm
75% Fee

General

Location
Louisville, KY, US
12 Month Gross Revenue
$325,000
Number of Accounts
250
Avg Client Age
60

Overview

My business is focused on comprehensive financial planning and wealth management. As a CFP, I am a big believer in taking my clients through a comprehensive financial planning process. After that process is complete, I draft an Executive Summary highlighting steps they can take to help them reach their financial goals. Oftentimes one of those solutions is allowing me to help them manage their money, most often for a fee.

 
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