$95MM AUM | $800,000 GDC in Lee'S Summit, MO

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Lee's Summit, MO, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$95,000,000.00
Gross Revenue
$800,000.00
# of Accounts
480
Avg Client Age
65
Overview

We provide a well vetted service model and support staff
Our technology platform has been established to make the advisor's life easier and a great view for clients and prospects

Very interested in bringing in advisors with strong entrepreneur spirit willing to build on a successful team.
The business model allows advisors to plug into our service model or be totally on their own or build your practice somewhere in between -
We are in the SmartVestor program and are willing to expand our foot print for the right situation. Assets are up 40% in last 18 months with close 25% attributable to new client relationships.
While the practice is not prompted as a 'Christian Financial Advisory' the principles are incorporated into the daily practice and it does not take much to figure it out.

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