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Wisdom Financial Services, L.L.C.
Geneseo, Illinois
5.0
1 Review
Wisdom Financial Services, L.L.C. is a reputable local investment advisory firm based out of Geneseo, IL, operating from four strategically located offices. With a dedicated team of 15 experienced professionals, the company specializes in providing comprehensive investment advisory services to its diverse clientele. Ten of their skilled advisors focus specifically on delivering expert investment guidance.
With an impressive average of approximately $50,110,000 in assets under management per investment advisor, Wisdom Financial Services, L.L.C. demonstrates a solid track record in handling client portfolios. Their compensation str...see more
Assets Under Mgmt
$501.13M
Investment Professionals
10
Locations
3
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
- Other
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Wisdom Financial Services, L.L.C.
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