$100MM AUM | $500,000 GDC in Northbrook, IL

Market
Advisor
Member Level
Basic
Last Activity
this month
Listing Age
71 days old
General
Listing Type
Buyer
Location
Northbrook, IL, US
Fee 0% Commission 100%
Gross Revenue
$500,000
# of Accounts
250
Avg Client Age
55
Overview

We focus on fewer households and do more for them. We get involved in all aspects of our clients' planning: financial, cash flow, investments, taxes, insurance and estate (we have a stable of outside professionals to handle tax, legal and property/casualty insurance). Our revenue is generated by fee-based advisory accounts, financial planning fees, insurance/annuity commissions and legacy 12b-1 and renewal commissions.

We are seeking 10 - 20 households, each with $1MM to $5MM AUM advisory.

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