$250MM AUM | $1.8MM GDC in Overland Park, KS

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Overland Park, KS, US
Fee 0% Commission 100%
Gross Revenue
$1,800,000.00
# of Accounts
2,000
Avg Client Age
60
Overview

We have bought 5 practices in last 8 years and understand how to make that work for the buyer, seller, and the client. We continue to add to our staff to allow for this growth of clients and assets.
We are fee based but offer the clients the right to choose commission based accounts, we will not shy away from alternatives like Reits, MLPs, or annuities. They are all tools to have in a tool box for clients. We offer full tax sensitive financial planning, we have our own accountant in the office, a life insurance producer, several back office planners and paperwork completion team. With our back office support we can offer so much more than the typical FA office but small enough to be intimate with each client. We know the value of not coming in and changing what the selling FA sold.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...