Investment Management Financial Advisors
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Showing 105-112 of 165 advisors
Brentwood, CA
Eric Soiland
Presidio Group Wealth Management
Specialties and Expertise
Retirement IncomeCash Flow AnalysisPortfolio Construction
Typical Clientele
RetireesSurviving Spouses+2
Pricing Model:
Fees Information
Number of Clients
85
Years of Experience:
38 years
Darien, CT
David Koch
Northwestern Mutual
Specialties and Expertise
Alternative InvestmentsWealth Accumulation and Preservation StrategiesHigh Net Worth Planning+5
Typical Clientele
InheritorsUltra High Net Worth Individuals+6
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
25 years
Charlotte, NC
Chris Gure
Fortress Financial Partners
Specialties and Expertise
Tax Minimization Investment StrategiesBusiness Ownership StrategiesTrust Services+1
Typical Clientele
DoctorsBusiness Owners+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
11 years
Miami, FL
Stephen Santangelo
Matriarch Wealth Management
Specialties and Expertise
Alternative InvestmentsPortfolio ConstructionPhilanthropic Planning and Giving+1
Typical Clientele
Corporate ExecutivesProfessional Athletes+6
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
10 years
Ames, IA
Mike McVicker
Specialties and Expertise
Alternative InvestmentsBusiness Continuity PlanningFamily Governance and Legacy Planning+5
Typical Clientele
Business OwnersCorporate Executives+5
Pricing Model:
AUM
Number of Clients
40
Years of Experience:
36 years
St. Louis, MO
Ryan Graves
Bemiston Asset Management
Specialties and Expertise
Cash Flow AnalysisDebt ManagementCollege Planning+3
Typical Clientele
InheritorsStartup Employees+2
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
14 years
Tampa, FL
Elizabeth Heard
Raymond James
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomeBusiness Ownership Strategies+1
Typical Clientele
RetireesCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
6 years
Atlanta, GA
Matthew Fassnacht
Meridian Investments
Specialties and Expertise
Tax PreparationTax Minimization Investment StrategiesAlternative Investments+5
Typical Clientele
New InvestorsBusiness Owners+12
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
15 years