We are a comprehensive fee-only practice that is part of one of the largest independent RIA's in the country; one well-recognized as a leader in providing comprehensive, unfettered advice to successful families, and in providing fully bundled retirement plan solutions to small and mid sized businesses.

We are interested in providing a succession vehicle for practice owners looking for a trust-worthy home for their clients and their employees.

We are not looking for mass expansion and plan to be highly selective in offering this solution. The ideal candidate is a practice that:

Is predominantly fee based.
Works primarily with families with larger, more complex needs (think $1 million+ of investible assets, high income, or high net worth from private company ownership).
And/or works with qualified retirement plans with assets primarily above $2,000,000.
Located in the St. Louis MSA.
Made up of clients that value the advice they receive, need and desire comprehensive planning, and are "good" people.

We will pay a premium for practices that meet these criteria - especially if the practice has a "younger" client bases (based on age-weighting the practice revenue). Weighted average of mid-50's trumps one in the mid-70's.

We are also interested in hiring key employees that have close contact with the client base.

We are extremely open to any type of structure to the succession plan, and have contacts at several other firms that could take on clients/employees that are not a fit for our practice model.

Last Activity
6 months or more

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