$80MM AUM | $500,000 GDC in
Downers Grove, IL
We are a planning based firm with three experienced advisors. Each of us were non producing wire house managers who entered private practice more recently. Given a choice, we would be totally fee based advisors with the only exception being selective Alternative investments for a select number of high net worth clients. We would love to add several advisors or purchase a book with an advisor who would like to phase out over a relatively short period of time.