Managing Equity Compensation Financial Advisors
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Help With: Managing Equity Compensation
Showing 9-16 of 77 advisors
Rapid City, SD
Garrett Amirehteshami
Amir Wealth Partners
Specialties and Expertise
Business Ownership StrategiesCommission-Based Income PlanningEquity Compensation+5
Typical Clientele
Business OwnersCorporate Executives+6
Pricing Model:
AUM
Number of Clients
25
Years of Experience:
3 years
Dallas, TX
Richard Megica
The Mather Group
Specialties and Expertise
Alternative InvestmentsEndowments & CharitiesEquity Compensation+5
Typical Clientele
Corporate ExecutivesDoctors+5
Pricing Model:
AUM
Number of Clients
100
Years of Experience:
25 years
Houston, TX
Lucas Veldhuis
The Mather Group
Specialties and Expertise
Alternative InvestmentsBusiness Valuation PlanningEquity Compensation+5
Typical Clientele
Business OwnersCorporate Executives+8
Pricing Model:
AUM
Number of Clients
100
Years of Experience:
10 years
Caledonia, MI
Mark VanderPol
VanderPol Investments
Specialties and Expertise
Alternative InvestmentsHigh Net Worth PlanningPhilanthropic Planning and Giving+5
Typical Clientele
1st Generation AmericansBusiness Owners+5
Pricing Model:
AUM
Number of Clients
130
Years of Experience:
13 years
Tabernacle, NJ
JOSHUA DUVALL
Duvall Wealth & Tax Planning
Specialties and Expertise
Tax PreparationTax Minimization Investment StrategiesBusiness Ownership Strategies+4
Typical Clientele
RetireesTech Employees+6
Pricing Model:
Flat Fee
Number of Clients
80
Years of Experience:
15 years
Minneapolis, MN
Karly Wakely
The Mather Group
Specialties and Expertise
Alternative InvestmentsCash Flow AnalysisEquity Compensation+5
Typical Clientele
Business OwnersBusinesswomen+6
Pricing Model:
AUM
Number of Clients
100
Years of Experience:
16 years
Hinsdale , IL
Mark Purcell
Baird
Specialties and Expertise
Cash Flow AnalysisEquity CompensationBusiness Valuation Planning+9
Typical Clientele
Ultra High Net Worth IndividualsRetirees+16
Pricing Model:
AUM
Number of Clients
127
Years of Experience:
11 years
Marblehead, MA
Rusty Tredwell
Vital Investment Investment Management
Specialties and Expertise
Alternative InvestmentsWealth Accumulation and Preservation StrategiesSports and Entertainment+1
Typical Clientele
High Net Worth IndividualsCorporate Executives+4
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
30 years