Joe Figliomeni of KLT Wealth Management is part of this year's WP Top 50 Advisors.
42 Joe Figliomeni
KLT Wealth Management
HollisWealth
New Hamburg, Ont.
AUM GROWTH: $2,095,053
AUM PER CLIENT: $307,824
REVENUE PER CLIENT: $2,379
CLIENTS AT END OCT 2015: 309
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 20
Joe Figliomeni’s $95 million AUM and 100% client retention rate are even more impressive when you consider the challenges he’s faced in changing the format of his branch from sales/performance-oriented to an overall planning firm that deals with wealth, estate, taxation and risk management. Figliomeni has succeeded in educating clients and handling a mature client base, all the while trying to maintain and grow the business.
KLT Wealth Management
HollisWealth
New Hamburg, Ont.
AUM GROWTH: $2,095,053
AUM PER CLIENT: $307,824
REVENUE PER CLIENT: $2,379
CLIENTS AT END OCT 2015: 309
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 20
Joe Figliomeni’s $95 million AUM and 100% client retention rate are even more impressive when you consider the challenges he’s faced in changing the format of his branch from sales/performance-oriented to an overall planning firm that deals with wealth, estate, taxation and risk management. Figliomeni has succeeded in educating clients and handling a mature client base, all the while trying to maintain and grow the business.
