$36MM AUM | $250,000 GDC in St. Louis, MO

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
St. Louis, MO, US
Fee 0% Commission 100%
Gross Revenue
$250,000.00
# of Accounts
163
Avg Client Age
55
Overview

I work closely with families and businesses in a predominantly fee-based practice. I am looking for an opportunity to expand and grow my practice through acquisitions, whether an advisor is retiring or looking for someone to transition the practice to a fee-based approach. For families and professionals, I engage them with financial planning, retirement/income planning and portfolio management as a portfolio manager. For businesses, I partner as the advisor and consultant for corporate retirement plans, executive services and executive compensation. In some cases, I work with business owners as part of the planning process to develop appropriate succession plans.

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