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Financial Advisor   

$16MM AUM | $135,000 GDC in Deerfield, IL

Member Level
Lite
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Deerfield, IL, US
12 Month Gross Revenue
$135,000
Number of Accounts
100
Avg Client Age
52

Overview

I own a Fee-Only holistic wealth management firm. I provide financial planning, investment management, and relationship management to a growing client base. I utilize passive investment vehicles from DFA, Vanguard, and others. I have gone through one acquisition of a small practice and have successfully integrated those clients into my practice. I am looking to acquire another firm in order to utilize my strong operational skill set and client-centric approach to continue growing while providing outstanding service to the client base of the adviser I acquire.

 
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