$30MM AUM | $175,000 GDC in Northfield Center, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Northfield Center, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$175,000.00
# of Accounts
169
Avg Client Age
60
Overview

We work comprehensively with clients to help them find clarity with their long-term wealth management issues.

Our customized program is designed as a structured series of events where we first identify the common 13 wealth management issues and recognize what each client deems appropriate for them. Second, we provide a strong disciplined approach to resolving the Wealth Management Issues of the particular client. Lastly, we finalize our strategy by a series of follow-up meetings to review and measure the plan on a defined schedule.

We have vast resources available that support our planners in providing these services. Account Management, Advanced Technology and access to numerous financial strategies, products, and services to meet the right fit for the right requirements. We further are supported by Sigma’s Financial Strength, Commitment to the Advisor and Experience which has led them to receive the Broker/Dealer of the Year award for the 9th time (___).

We deliver this Turn-Key environment to our clients in the course of a Team/Client Experience in a coaching atmosphere, not in a narrative mandating stance. Our team not only creates but implements your plans in an environment that brings out the best in our clients as well as ourselves.

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