$3.5MM AUM | $24,000 GDC in Naperville, IL

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Succession | Continuity | Successor
Location
Naperville, IL, US
Fee 0% Commission 100%
Gross Revenue
$24,000
# of Accounts
10
Avg Client Age
48
Overview

I'm a semi-retired physician who has been successful by developing my own investing systems, I now teach my investing systems, and for clients who would rather just have me invest for them, I offer investing and financial planning services and coaching.

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