Dave Siligmueller
Advisor Support at Siligmueller & Norvid Wealth Advisors
Based in Chicago, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Chicago
Industry
Financial Services
Company size
3
Contact information
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d•••••••@siligmueller.com
Phone
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Background
About Dave Siligmueller
SNWA - Premier Service & Clear Guidance at a Reasonable Price 1. High Service - We serve fewer clients than a larger financial institutions, allowing us to spend more time with each client. We also act as a sounding board for all personal financial issues/concerns. Competitive Fees - We charge an all-inclusive asset based fee of 0.75%(declining at higher asset levels) where others can charge 1% or more (with slower decline at higher asset levels). Financial Planning - We create and update annually your personal financial plan. We provide college funding plan an oversight of its investments at no charge. Experience/Credentials - Each partner had 20+ years of experience in Financial Services industry. Steve Norvid is a Chartered Financial Analyst (CFA) and Dale Siligmueller a Certified Public Accountant (CPA). Note - The firm and I are not responsible for and do not encourage third party postings on skills or endorsements.
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