Overview

$50MM AUM / $350K Gross Revenue / My Business consists of Mutual Funds, Stocks and Bonds, in that order. I have over 1000 accounts and my revenue is 100% commission.

I plan to retire somewhere within the next 3 years, anytime before 2021. Open to staying on during the transition.

The ideal successor would be within a 100 mile radius of North Kansas City, MO.

Deal Terms: Downpayment with an earnout, I'm flexible.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
1,042 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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