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

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Succession | Successor
Location
Chicago, IL, US
Fee 0% Commission 100%
$1,045,000
Gross Revenue
650
# of Accounts
54
Avg Client Age
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.

Extended Profile Information

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