Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Profile Age
617 days old
General
Location
Leawood, KS, US
Profile Type
Find Successor | Continuity
Fee 0% Commission 100%
AUM
$37,000,000.00
Gross Revenue
$305,000.00
# of Accounts
235
Avg Client Age
60
Overview

$37MM AUM / $305K Gross Revenue / Most of my business consists of managed accounts utilizing Stocks, Mutual Funds, ETFs and Annuities (In that order). I manage 235 accounts with 84 of them being households. 81% of my current revenue is fee based with 11% being trails and the rest is transactional.

I plan to retire in approximately 6-7 years. I'm on this site to network with other like minded advisors in hopes of identifying my future successor. I want to connect with local advisors as my book can not be managed remotely. I'd like for this advisor to be younger than myself with no plans on retiring in the next 15 years, with at least 10 years of experience at the time of purchase.

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