$5.7MM AUM | $65,000 GDC in Wheaton, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
171 days old
General
Compatibility
Location
Wheaton, IL, US
Listing Type
Seller
Fee 0% Commission 100%
Gross Revenue
$65,000.00
# of Accounts
45
Avg Client Age
55
Overview

I manage individual stock and ETF portfolios. a few small no load mutual funds100% fee based averaging 1.25% fee. I have full descretion on all accounts Funds are custodianed through Interactive Brokers and they do all my back office. Been in business 37 years and have a spotless compliance record. I have never had a complaint nor write up. I DO not and am NOT licensed for Insurance products, futuresd product and no client is on margin. It is a very clean simple business.

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