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Financial Advisor   

$15MM AUM | $130,000 GDC in Deerfield, IL

Member Level
Lite
Last Activity
within 2 months

Business Mix:

0% Comm
100% Fee

General

Location
Deerfield, IL, US
12 Month Gross Revenue
$130,000
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 am looking to acquire another small to mid-sized firm in order to utilize my strong operational skills to continue growing while providing outstanding service to the client base of the adviser I acquire.

 
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