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How One 401(k) Advisor Gathered $10 Million in Two Months
Registered Rep 
Sept. 13, 2007
Excerpt: The president and founder of Private Wealth Consultants, an RIA in Toledo, Ohio, [Gary] Rathbun has been on a tear for the last 2 months. His firm has brought in $10 million in 401(k) assets since July, and he is so confident about his approach that he's set his sights on $100 million within 12 months. His secret? Low-cost plans using ETFs instead of mutual funds, and an emphasis on the trust and accountability that comes with a fiduciary relationship.
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