More than 80 investors were persuaded by promised 13.5% returns.
Firm says there is strong demand for its route to independence.
Prioritizing retirement plan for advisors is one of the keys to firm's success.
It's the latest big money music deal following Blackstone’s $1.6B Hipgnosis fund buy.
Solution aims to streamline advisor workflow while remaining complaint.
IRS was persuaded to pay out $1.5M in falsely claimed refunds.
Fund seeks to lower volatility and pay high current income on a monthly basis.
The firm is leveraging existing partnerships for enhanced services.
And what net worth is required to be considered 'comfortable'?
But they are not dead yet as commission says it may appeal the decision.
