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

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Overland Park, KS, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$1,750,000.00
# 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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