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$400,000,000 AUM in Overland Park, KS
$2,500,000 REV / YR 95% FEE 5% COMM
Seeking a good partnership with my Advisory and 401k practice. We have a growing team of 20 professionals, very high client retention rate, low staff turnover and several strategic referral partners. Desire for good culture and synergy with other like-minded Advisors, CPA's or other centers of influence either in a structured program or shared space that could accelerate business for all.
$400,000,000 AUM in Overland Park, KS
$2,500,000 REV / YR 95% FEE 5% COMM
Seeking a good partnership with my Advisory and 401k practice. We have a growing team of 20 professionals, very high client retention rate, low staff turnover and several strategic referral partners. Desire for good culture and synergy with other like-minded Advisors, CPA's or other centers of influence either in a structured program or shared space that could accelerate business for all.
$400,000,000 AUM in Overland Park, KS
$2,500,000 REV / YR 95% FEE 5% COMM
Seeking a good partnership with my Advisory and 401k practice. We have a growing team of 20 professionals, very high client retention rate, low staff turnover and several strategic referral partners. Desire for good culture and synergy with other like-minded Advisors, CPA's or other centers of influence either in a structured program or shared space that could accelerate business for all.
$30,000,000 AUM in Hingham, MA
$200,000 REV / YR 100% FEE 0% COMM
Seeking to establish a succession plan that has me transitioning my entire book 1-3 years out. Very flexible around economic structure of a deal.
$30,000,000 AUM in Hingham, MA
$200,000 REV / YR 100% FEE 0% COMM
Seeking to establish a succession plan that has me transitioning my entire book 1-3 years out. Very flexible around economic structure of a deal.
$10,000,000 AUM in Jacksonville, FL
$275,000 REV / YR 100% FEE 0% COMM
Looking for motivated advisor to continue growth, and eventually take over ownership.
$107,000,000 AUM in Boulder, CO
$550,000 REV / YR 60% FEE 20% COMM
Looking to buy a book or merge with other like-minded advisors, preferably with CFP Looking to bring on a junior advisor to mentor and eventually (10 years) hand over $110MM book of business. Hoping to share resources, including administrative help (currently looking for local admin assistant), my office space and ideas/best practices.
$107,000,000 AUM in Boulder, CO
$550,000 REV / YR 60% FEE 20% COMM
Looking to buy a book or merge with other like-minded advisors, preferably with CFP Looking to bring on a junior advisor to mentor and eventually (10 years) hand over $110MM book of business. Hoping to share resources, including administrative help (currently looking for local admin assistant), my office space and ideas/best practices.
$107,000,000 AUM in Boulder, CO
$550,000 REV / YR 60% FEE 20% COMM
Looking to buy a book or merge with other like-minded advisors, preferably with CFP Looking to bring on a junior advisor to mentor and eventually (10 years) hand over $110MM book of business. Hoping to share resources, including administrative help (currently looking for local admin assistant), my office space and ideas/best practices.
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