We are a team of three Advisors based in Bloomingdale Il and Lakewood Ranch, FL. We also have an office in Kenosha Wisconsin. The age of our Advisors 57, 45, 36 with a tremendous amount of experience. We are all Fiduciaries, one MBA, and two CFP candidates taking tests this summer.
Our team has acquired 5 books of business with various structured deals. We have a substantial amount of financing options and are very flexible with our approach to acquisitions.
We currently manage $170 million dollars, 85% of our business is fee based, 15% is commission as recurring revenue
I live in Lakewood Ranch Florida and have 45% of my clients in Florida, I have 45% of my clients in Illinois where I commute once a month, the remaining 10% of my clients are in 11 other states . I have extensive experience in Structured Notes and they are part of my overall client portfolio allocation.
My individual Assets under management is $70,000,000 with 85 households, 95% Fee Based
I do presentations on a variety of Investment Educational Topics inviting both clients and prospects to my events. I am a "boots on the ground" Advisor, I enjoy going to my client's home to conduct meetings if necessary.