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

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

Extended Profile Information

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