$40MM AUM | $740,000 GDC in Lawrence, KS

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge | Successor
Location
Lawrence, KS, US
Fee 0% Commission 100%
Gross Revenue
$740,000.00
# of Accounts
130
Avg Client Age
62
Overview

I am a Financial Advisor for those in retirement or very close to it. I hope to find Advisors who are wanting to sell their practice, or they are looking for someone for a succession plan to transition out for retirement or any other reasons. I am looking in any of the following cities: Lawrence, Topeka, or Kansas City. I could entertain Manhattan or Wichita as well. I am not looking to acquire a practice solely to grow, but to also be able to continually improve the service that we bring to our client families. I have been told by clients that they received more interaction, communication, and appreciation from me within the first quarter of being a client than they ever felt with their old advisor relationship. I want to continue to improve my client experience.

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