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

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Merge | Join A Practice
Location
Overland Park, KS, US
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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