$137MM AUM | $808,000 GDC in Jackson, MO

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
Listing Age
112 days old
General
Compatibility
Location
Jackson, MO, US
Listing Type
Find Successor
Fee 0% Commission 100%
Gross Revenue
$808,000.00
# of Accounts
555
Avg Client Age
65
Overview

I am looking to build my team by adding another established advisor to the practice with the goal to integrate them in to my business over the next three to five years. My goal is to have a trusted partner and then add a junior advisor in the office to allow for more free time and continuity with my practice that I have built over the past 30 years. I recently joined a new firm and would need the succession advisor to join our RIA.

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