Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Naperville, IL, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$5,000,000.00
Gross Revenue
$78,000.00
# of Accounts
43
Avg Client Age
56
Overview

My niche focuses on clients who are concerned about capital preservation first followed by enhanced returns. I have developed a process that over the last five years enabled over 7,000 trades with just 61 losing money ... that's a 99.1% success. This emphasis has garnered us a fierce client loyalty in our fee based business. I'd like to expand and share with others who feel capital preservation is paramount. If your clients share this view and you are thinking about selling your practice, let's talk. I am flexible on terms and qualify for bank financing if you are looking for a fast cash-out.

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