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Financial Advisor   

$130MM AUM | $400,000 GDC in Skokie, IL

Member Level
Premier
Last Activity
this week

Business Mix:

25% Comm
75% Fee

General

Location
Skokie, IL, US
12 Month Gross Revenue
$400,000
Number of Accounts
250
Avg Client Age
50

Overview

Our business model focuses on helping families plan, save for, and protect their financial futures. We holistically integrate asset management, risk management, and tax efficiency in our clients plans. I would like to purchase a planning practice with assets in the 20-50M AUM range.

 
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