This RR practice in Kentucky is focused on providing its 346 client households with investment management using a 3rd party money manager. This RR generated approximately $1,173,000 in trailing 12-month gross revenues, with approximately 67% from fees on roughly $83 million in assets, with the remainder from mutual fund trails, and commissions from mutual funds, variable annuities, REITs, and insurance sales.

The ideal acquisition partner for this RR would be a well-established, professional firm that offers a high touch client experience and is willing to maintain the current office space. The seller would prefer to speak with firms that offer additional services such as financial planning and tax preparation. This RR has two experienced staff members, including one with their Series 6, both are seeking meaningful employment with the acquisition partner firm.