Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Location
Gainesville, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
627
Avg Client Age
57
Overview

As an independent, investment advisory and consulting firm, we work with a wide range of resources to create effective, transparent, tax-favored plans and processes to grow wealth, optimize income and help secure the financial independence of our clients. We are a fee-based practice that focuses on maintaining strict fiduciary standards on personal wealth management as well as retirement plans. We are looking to acquire similar-minded practices.

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