Tim White Private Wealth Management Executive Search Kaye/Bassman Internal www.kbic.com (972) 931-5242. Kaye/Bassmans Private Wealth Management Specialty Practice is one of the nation’s most successful retained financial services search and consulting groups. We focus on identifying and developing relationships with the top 5% of the private client Financial Advisors in national markets. Many private client Financial Advisors are part of national wire-houses. These top Financial Advisors often seek smaller but powerful firms that offer fee-based consulting, unique equity research ideas, solid fixed-income resources, broad alternative investment selections and comprehensive insurance capabilities in an open architecture. We understand that these professionals desire the freedom to research and access any product for their clients. They wish to remove the conflict of interest problem inherent in the large broker dealer model. Our clients provide access to better tools, enabling these Financial Advisors to provide the best advice coupled with a full array of financial services. Furthermore, these Financial Advisors seek to eventually monetize their businesses, an option that is typically unavailable in their existing firms. Our clients are not major wire-houses. Kaye/Bassmans clients are open architecture premier investment management advisory and consulting firms. Their revenues are derived primarily from recurring asset-based fees, commission-based fees, private banking …

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