Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
607 days old
General
Location
Downers Grove, IL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$80,000,000.00
Gross Revenue
$500,000.00
# of Accounts
250
Avg Client Age
63
Overview

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.

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