Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
755 days old
General
Location
Lisle, IL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$300,000.00
# of Accounts
100
Avg Client Age
60
Overview

Looking buy book adding to existing business consisting of trails and fees from funds annuities and unit trusts. Total approach practice managing client retirement current and future needs through planning tools used to set financial goals.

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