$5MM AUM | $50,000 GDC in Shawnee, KS

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
807 days old
General
Location
Shawnee, KS, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$5,000,000.00
Gross Revenue
$50,000.00
# of Accounts
25
Avg Client Age
45
Overview

I have been in senior management positions at the corporate level for the last 15 years and have always kept a small book of business. I have formed a Hybrid RIA and an attached insurance agency. I would like to jump start this endeavor by looking at a practice (or two) to purchase. I am a firm believer in leading with a plan and gathering ALL of a client's assets. I am also a firm believer in fee-based/advisory accounts.

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