Managing Equity Compensation Financial Advisors
Showing 1-8 of 72 advisors
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
150
Years of Experience:
25 years
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
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
150
Years of Experience:
10 years
Chicago, IL
Ben Petrie
The Mather Group
Specialties and Expertise
Alternative InvestmentsCash Flow AnalysisHigh Net Worth Planning+5
Typical Clientele
Business OwnersBusinesswomen+6
Pricing Model:
AUM
Number of Clients
100
Years of Experience:
6 years
Austin, TX
Sam Hutchison
The Mather Group
Specialties and Expertise
Alternative InvestmentsCash Flow AnalysisEquity Compensation+5
Typical Clientele
Business OwnersCorporate Executives+4
Pricing Model:
AUM
Number of Clients
100
Years of Experience:
7 years
Caledonia, MI
Noah Hoekstra
VanderPol Investments
Specialties and Expertise
Alternative InvestmentsCash Flow AnalysisHigh Net Worth Planning+5
Typical Clientele
Business OwnersRetirees+5
Pricing Model:
AUM
Number of Clients
130
Years of Experience:
4 years
Reston, VA
James Gambaccini
Acorn Financial Services
Specialties and Expertise
Business Ownership StrategiesEquity CompensationFamily Governance and Legacy Planning+14
Typical Clientele
Business OwnersCorporate Executives+6
Pricing Model:
AUM
Number of Clients
400
Years of Experience:
25 years
Charlotte, NC
Sean Kayes
Cary Street Partners – The Downing Group
Specialties and Expertise
Cash Flow AnalysisEquity CompensationHigh Net Worth Planning+5
Typical Clientele
Business OwnersCorporate Executives+6
Pricing Model:
Flat Fee
Number of Clients
118
Years of Experience:
8 years