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Financial Advisor   

$164MM AUM | $1MM GDC in Chicago, IL

Member Level
Premier
Last Activity
this month

Business Mix:

25% Comm
75% Fee

General

Location
Chicago, IL, US
12 Month Gross Revenue
$1,045,000
Number of Accounts
650
Avg Client Age
54

Overview

We want to buy your practice!
We are a fee for advice financial planning firm that practices four of the most important aspects of our affluent clients life: Wealth Enhancement, Wealth Transfer, Asset Protection and Charitable Giving.
We employ an in-house low volatility and dividend payers investment portfolio for out clients.

 
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