$80MM AUM | $600,000 GDC in Springfield, MO

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Compatibility
Location
Springfield, MO, US
Listing Type
Seller
Fee 0% Commission 100%
Gross Revenue
$600,000.00
# of Accounts
400
Avg Client Age
60
Overview

Comprehensive planning firm focusing on preserving wealth, protecting assets, and saving on taxes for retirees, middle market millionaires, and entrepreneurs in six areas of planning. This includes personal and estate planning as well as specific income planning for retirees. Business and succession planning for entrepreneurs. All areas of planning for middle millionaires including real estate planning and international planning taking a team approach with our home office team and outsourcing partners.

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