Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Profile Age
441 days old
General
Location
Saint Joseph, MO, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$200,000.00
Gross Revenue
$1,500,000.00
# of Accounts
1,000
Avg Client Age
60
Overview

We are an independent fee-based wealth advisory and financial planning practice looking to grow through mergers and acquisitions of likeminded financial advisors. The firm consist of 6 members, 4 advisors and 2 assistants. Our advisors’ range in age from 28 – 57. The youngest of which is the third generation of the family business. We have successfully completed acquisitions before with over a 95% conversion rate. We believe in long term focused investments based on a client’s goals and primarily achieve this through proprietary mutual fund models. We are based out of St. Joseph Missouri; however, we are looking to expand into new markets. The firm has capacity to grow and with knowledgeable elder advisors and enthusiastic younger advisors we feel that we are a good fit as the succession plan for many practices.

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