Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Leawood, KS, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
500
Avg Client Age
54
Overview

We are actively looking for opportunities to purchase a practice from advisors nearing retirement. We focus on comprehensive financial planning with our clients and primarily utilize mutual funds in fee-based accounts. We also use variable annuities and occasionally indexed annuities to provide guarantees to our clients.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...