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Ep #32: Monthly Retainers in a $1.5 Billion AUM Firm
This week, J.D. Bruce joins me on #XYPNRadio. J.D. is the president of Abacus Wealth Partners, based out of Santa Monica. J.D.’s firm manages over $1.5 billion. Abacus is the firm that bought my RIA, Serenity Financial Consulting, in 2015.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/32
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By XYPN
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This week, J.D. Bruce joins me on #XYPNRadio. J.D. is the president of Abacus Wealth Partners, based out of Santa Monica. J.D.’s firm manages over $1.5 billion. Abacus is the firm that bought my RIA, Serenity Financial Consulting, in 2015.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/32
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