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Neil J Glickman and Associates Inc.  

1512 E Canterbury Dr - Arlington Heights, IL 60004
njgwealthmgt.com
We are a full service finanancial advisory firm. Brokerage and Fee based avisories..

Neil Glickman - 847-508-7465  

Financial Advisor

Services
401-k Rollover Assistance
401k Plans
Business 401K & SEP Plans
Education Planning & 529 Plans
Financial Advisors - Asset Management
and more...

Licenses
Life and Health, Property and Casualty, Variable Life and Annuities, Series 7,63,65

Insurance
Variable Life, Term, Disability, Universal Life, All types of Annuities, Second to Die Estate Protection Life, Business Continuation and Key Person Life

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How We Charge For Our Services
401-k Rollover Assistance
- 1.00 to 2.00 percent of assets under management
There are no fees

401k Plans
- 1.00 to 2.00 percent of assets under management
I have no fee 401Ks. I have Third Party Administrators who will do the plan documents. I charge no fees and you can invest in anything you prefer rather than 8 low quality mutual funds.

Business 401K & SEP Plans
- 0.60 percent of investments purchased
No charge for time and materials. If you do business with me I work on a commission basis.

Education Planning & 529 Plans
- 0.60 percent of investment purchased
I work on a commission basis and there are no fees for this service. There is a 60 basis point fee for any mutual funds owned.

Financial Advisors - Stocks & Bonds
- 0.75 to 1.25 percent of investment purchased
On the initial purchase of any bonds and stocks.

Financial Planning & Investment Advice
- 0.75 to 1.25 percent of investment purchased
My advice of free of charge. If you do business with me I work on a commission basis and that is open to discussion when it comes to making investment decisions.

* All information in this profile, including licensing, has been provided by Neil J Glickman and Associates Inc.. This information is not verified by ProMatcher.

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