$4MM AUM | $40,000 GDC in Chicago, IL

Market
Advisor/RIA
Member Level
Chalice
Last Activity
today
General
Compatibility
Location
Chicago, IL, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$40,000.00
# of Accounts
40
Avg Client Age
58
Overview

I operate a comprehensive financial planning practice, with about 50% of revenue derived from AUM and the other 50% from life and annuity sales. Most of my clients are over the age of 50 so my focus is on retirement income planning, investment management, long-term care planning and tax mitigation (e.g. withdrawal strategies from deferred compensation plans, tax-free income from life insurance policies, etc.). I am looking for a modest book of business ($10MM and under) to grow my practice. Outside of my practice, I teach all seven CFP® Board exam modules at Northwestern University and The College for Financial Planning. I have a Series 7, 63, 65 and Life/Accident/Health licenses and CFP® designation.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...