I help provide security and signficance for clients and their financial resources. I work with clients' investments and financial matters within a comprehensive and global strategy that is individually designed. To the exclusion of every other consideration, I and my colleagues operate and advise in the best interests of our clients. We are compensated directly by them so we retain complete independence and objectivity.
General Information |
| Firm Start Year: | 1922 | |
| Name of Custodial Firm: | Schwab, Vanguard, Fidelity |
| Number of Years with Current Firm: | 21 |
| Work with the following types of clients: | Businesses, Individual Investors, 76861 |
| Advisory Services Provided: | 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Businesses, Wealth Management, Money Management, Financial Planning for Individuals, Education Funding and Planning, Risk Management |
Services |
| Investment Types: | Mutual Funds, Exchange Traded Funds (ETFs) |
| Can meet clients in the following ways: | Your Office, Our Office, Your Home, Video Conference, Email, Phone |
Firm Information |
| Advisor's Number of Clients: | 240 |
| Advisor's Number of Managed Clients: | 240 |
| Advisor's Number of Planning Clients: | 240 |
| Assets Managed by Advisor: | $358,757,735 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $5,000,000 |
| Compensation Methods: | Hourly, Based on Assets, Flat Fee |
| Minimum Fee Charged for Managed Accounts: | $12,000 |
Education |
| BA | University of Illinois
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| MBA | Jacksonville University
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Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
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
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