Sidney A. Blum

2521 Gross Point Road
Evanston, IL 60201

About GreenLight Fee Only Advisors, LLC

We are always Only Fee Only, WE SERVE NOT SELL OUR CLIENTS.

We provide affordable solutions for your planning needs.

Action oriented plans for both Financial and Investment Goals provided, as you need them.

To manage client's assets, GreenLight uses "Exchange Traded Funds" and Index based Mutual Funds for equities, and Bond solutions to meet our client's individual goals. GreenLight customizes our solutions to be sure that they are appropriate for our client's risk tolerance and needs.

Timely completion of your Financial and Investment Action plans is available to all clients.

Help on Implementation of your plan is available at the level you need and desire.

Annual updates are available to measure progress and adjust for any changes to your goals or circumstances so you may progress toward and maintain positive planning outcomes.

GreenLight provides objective advice, we never receive compensation from third parties or based on a transaction.

24 Years of Experience



General Information
Name of Custodial Firm:   TD Ameritrade
States Licensed in:   IL,NV
Number of Years with Current Firm:   3
Work Experience:   CPA Practice from 1974 to 2001 Financial Advisor and Investment Management since 1984.
I work with the following types of clients:   Businesses , Individual Investors


Services
Investment Types:   Exchange Traded Funds (ETFs) , Commodities , Alternative Investments , Mutual Funds , Real Estate , Bonds , Options & Futures , Stocks , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone , At my office , Via email


Qualifications & Memberships
Financial Organization Memberships:   National Association of Personal Financial Advisors (NAPFA) , Financial Planning Association (FPA) , Greater North Shore Estate Planning Council , American Institute of Certified Public Accountants (AICPA)


Firm Information
Firm's Number of Clients:   30
Firm's Number of Planning Clients:   25
Firm's Number of Managed Clients:   10
Assets Managed by Firm:   Yes
Advisor's Number of Clients:   30
Advisor's Number of Managed Clients:   10
Advisor's Number of Planning Clients:   25
Assets Managed by Advisor:   7000000


Compliance
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   200000
Compensation Methods:   Based on Assets , Hourly , Flat Fee
Fee % Based on Assets:   1 (Maxium)
Hourly Rate:   200
Flat Fee Rate:   1500 & up
Additional Details on Charges:   Hourly Consulting - 5-hour minimum $1,000/5-hours
Financial Independence Action Plan $1,500
Investment Action Plan $1,500-First million dollars of investments; prorated above for each additional $100,000 of investments at $150, plus $25 for each investment over a quantity of 50 securities.
Comprehensive Financial Action Plan $3,500-First million dollars of investments. See glfoa.com for details.
Minimum Fee Charged for Managed Accounts:   2000
Minimum Fee Charged for Hourly Planning Accounts:   1000
Minimum Fee Charged for Flat Fee Accounts:   1500



FAQs

Sidney A. Blum

Sidney A. Blum

CFP, CPA, ChFC, PFS, ATP, ATA, Certified Financial Planner

Communities Served

IL NV
AZ CA
FL WY
WIS IN