$5MM AUM | $50,000 GDC in Chicago, IL

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
Listing Age
219 days old
General
Location
Chicago, IL, US
Listing Type
Merge | Continuity | Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$50,000.00
# of Accounts
1
Avg Client Age
62
Overview

I started my company in 2016 after working for wire houses, my families business and private banks for the last 20 years.

I am looking for senior advisors who are looking to transition their relationship to a 40 year old advisor who has lived thru two massive market corrections and does business the right way.

The reason I went independent was because I no longer was learning from the organization I was with and I did not believe in the one size fits all model that large organization are pushing.

My practice is 98% fee based and I believe if you do right by your clients everything will work out.

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