$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%
Gross Revenue
$120,000
# of Accounts
50
Avg Client Age
40
Overview

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

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