$10MM AUM | $100,000 GDC in Lee'S Summit, MO

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
96 days old
General
Compatibility
Location
Lee's Summit, MO, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$100,000.00
# of Accounts
100
Avg Client Age
65
Overview

I am looking to purchase a practice within the next year or so. I have a junior advisor that I trust to help grow our clients' assets. I live and work in Lee's Summit, MO, (outside KCMO), and have family in Pensacola, FL, so these are my primary areas of focus.

I would love to meet any advisors within about 50 miles of KC and nearly anywhere along the Gulf Coast, to learn about your practice and see if I would be a good fit your clients.

I'm not as worried about the size of the practice - especially if you already have staff that we can keep on board after the transition.

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