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Financial Advisor   

$200MM AUM | $1.8MM GDC in Overland Park, KS

Member Level
Basic
Last Activity
within 2 months

Business Mix:

10% Comm
90% Fee

General

Location
Overland Park, KS, US
12 Month Gross Revenue
$1,750,000
Number of Accounts
500
Avg Client Age
55

Overview

Fee based, comprehensive planning for HNW individuals. Interesting in acquiring practices or being a succession plan for advisors who want to merge into our firm and transfer practice over time. May consider advisors who want to "bolt on" to our practice if it makes sense for both sides.

 
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