Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
595 days old
General
Location
Kansas City, MO, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$103,000,000.00
Gross Revenue
$400,000.00
# of Accounts
257
Avg Client Age
65
Overview

I am building a small intimate Wealth Management team. Based on holistic and comprehensive planning. Looking to plan my succession while building out a sophisticated practice. Focus on investment and risk management. NOT Product centric. Client centric. I don't intend on leaving my firm but would spend time speaking with someone looking for their last stop. A talented individual who wants to plan their own future succession as well.

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