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People Moves Related to "My 10-year journey from a BoA call center to establishing a solo $73-million AUM RIA"


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Famously and fiercely solo James Osborne somewhat sheepishly doubles headcount at Bason to two after the fatigue of saying 'no' wore on him

For seven years,RIA, flat-fee evangelist and blogger in Greenwood, Colo. doggedly stayed solo and got to $200 million but now he has McKenzie Ebbesen; and she shares his discomfort with 1% fees.

March 5, 2019 at 9:17 PM

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