Overview

We are currently a fee-only, hourly/project fee RIA registered in Virginia and Rhode Island. We do not manage client funds as of now, but have started a relationship with a fixed-fee portfolio management firm to have a collaborative team effort for client funds. We have a relationship with TD Ameritrade Institutional for client accounts but not on an AUM basis.
We are looking ahead to other strategic relationships to possibly include other forms of client compensation.

Last Activity
2 weeks

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