$250MM AUM | $2MM GDC in Springfield, MO

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Springfield, MO, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$2,000,000.00
# of Accounts
500
Avg Client Age
50
Overview

We are looking to expand our advisory firm by making strategic purchases of other RIA's, advisor practices, other firms, etc. We are also looking to provide other "late stage" advisors with a transition option--looking to slowly ease them out and take over their practices/firms. We can and will provide (to those firms that want it) a turnkey, asset management solution/solutions so advisors can focus on client acquisition, retention, etc.

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