$85MM AUM | $1.1MM GDC in Overland Park, KS

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Seller | Succession | Continuity
Location
Overland Park, KS, US
Fee 0% Commission 100%
Gross Revenue
$1,100,000.00
# of Accounts
125
Avg Client Age
55
Overview

My business is comprised of managed money, mutual funds, variable and fixed annuities, a little bit of retirement planning/401k plans (ancillary biz that comes to us). I’d like to have an individual or group come in and work alongside me and acquire 100% equity ownership over the next 1-3 years. The ideal candidate should be local as my relationship with my clients is more personal. The candidate will also have a CIMA and a CFP. Deal terms: down payment with earn out schedule.

Business Mix Info

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