Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
St. Louis, MO, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$80,000,000.00
Gross Revenue
$925,000.00
# of Accounts
1,200
Avg Client Age
55
Overview

We are Full Service Financial Planners that base our client relationships on using Financial Planning as our cornerstone. Once we figure out the "problem" then we figure out the "solution" using investments, insurance, Managed Accounts, etc.

Using this site we hope to find a practice looking for and becoming their succession plan if our clients and practice compliment each other.

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