Stafford Wells Advisors, Inc.
Stafford Wells Advisors, Inc. (CRD# 146570) is a financial advisory firm headquartered in Chicago, IL. They manage $34,458,000 in 75 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management34MILLION
Total Number of Accounts75ACCOUNTS
Average Account Value$459,440
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Susan Templeton (CRD# 1075849) is an Investment Advisor Representative working at Stafford Wells Advisors, Inc. in Chicago, IL and has over 26 years of experience in the finance industry.