$200MM AUM | $1.7MM GDC in Overland Park, KS

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
Listing Age
81 days old
General
Listing Type
Buyer
Location
Overland Park, KS, US
Fee 0% Commission 100%
Gross Revenue
$1,700,000.00
# of Accounts
800
Avg Client Age
55
Overview

Our business is a relationship driven practice helping investors with their Investment and Retirement Planning goals. We are growing organically and would like to expand our practice by purchasing another buying a fee based practice and help them transition into retirement. We pride ourselves in our honesty and integrity helping by providing for investors with our Wealth Management Program. This fee based platform allows us to act as Fiduciaries with their investment selection and Asset Management choices. The majority of our clients are referral based until recently with the addition of our Radio Show, "The Investment Advisor Hour" weekly radio show. We hope to partner with another advisor who plans to transition out of the business who is honest and wants to find another group of advisors who will care for his existing relationships.

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