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Manager Overview
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Performanced based fee Asset Management & Comprehensive Financial Planning. |
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Experience & Disclosure
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My CRD Number:
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4198418 |
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Firm CRD Number:
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14754 |
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Work Experience:
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Our team collectively has 100 years experience working with business owners & families. |
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Services
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Types of Investments:
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Stocks/Bonds, Asset based Mutual Funds, ETFs, REITs, Oil & Gas LPs and Annuities. |
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Qualifications
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Certifications, Accreditations and Designations:
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CFP, ChFC, MBA |
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Number of Advisors in Office:
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6 |
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Advisor's Number of Clients:
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120 |
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Assets Managed by Advisor:
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$40MM |
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Compensation
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New Client Minimum Portfolio Size:
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100,000 |
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Fee:
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Performance Based or Flat 0.5% to 1.5% |
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Money Manager Articles
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