Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
775 days old
General
Location
St. Louis, MO, US
Profile Type
Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$44.00
Gross Revenue
$310,285.00
# of Accounts
80
Avg Client Age
67
Overview

70% Fee based moving toward all Fee based. Fee for Planning on Second Meeting. I use fee based accounts with Mutual Funds, ETF's, and a few individual stocks with some clients. I use Third Party Money managers with some other clients. I do use Annuities for an income Benefit when absolutely necessary. I don't like non traded investments. Its all about the income and time segmentation.
I would like to merge with a practice my size or smaller with someone who would like to be out of the business in less than 3 to 5 years. Less if possible. I'd also merge with someone smaller and young, who could become a successor for me. I do not have a contingency plan. However, I am not retiring soon.

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