$10MM AUM | $120,000 GDC in Chicato, IL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Merge | Successor
Location
Chicato, IL, US
Fee 0% Commission 100%
$120,000
Gross Revenue
50
# of Accounts
40
Avg Client Age
Overview

Looking to move to RIA, lower client fees, and offer low cost core products, which a focus on Dimensional Fuinds

Extended Profile Information

Loading...