Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Deerfield, IL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
226
Avg Client Age
55
Overview

We are looking to merge with existing advisors or purchase practices in the Chicagoland area. Currently specializing in estate, tax & retirement planning as well as wealth management and wealth transfer. Our focus as a firm is to be fee conscious and planning focused. We can do hourly, fee based, plan based or commission based depending on how the clients want to proceed. Our main advisor is a CFP and an Accredited PM with 17 years experience and a client centric focus. Our motto is "Always take care of the client and the rest will fall into place".

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