$50MM AUM | $460,000 GDC in Chicago, IL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Chicago, IL, US
Fee 0% Commission 100%
$460,000
Gross Revenue
550
# of Accounts
65
Avg Client Age
Overview

I work primarily as a CFP with a select group of individuals, families, businesses, and institutions to help them build, manage, preserve, and transition comprehensive wealth. When I speak of comprehensive wealth I am referring to the four cornerstones of wealth: Investments, Credit/Debt, Risk Management, and Trusts and Estates. I do this in an independent, objective, unbiased, and cost-effective manner.

Extended Profile Information

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