$20MM AUM | $250,000 GDC in Kansas City, MO

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
331 days old
General
Location
Kansas City, MO, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$250,000.00
# of Accounts
160
Avg Client Age
55
Overview

Fletcher Wealth Management is looking to buy or merge financial planning and investment management firms. We’re focused on becoming the go to firm for comprehensive solutions with simple, low cost, easy to understand plans and strategies.

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