Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
General
Location
Lawrence, KS, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$200,500,000.00
Gross Revenue
$1,200,000.00
# of Accounts
196
Avg Client Age
52
Overview

Looking for the right opportunity to acquire quality blocks of business from a firm and/or adviser who want to sell or have someone included in their transition plan. We place an emphasis on the clients goals and develop an action plan that helps everyone involved know their roles and responsibilities as well as expectations.

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