There are a lot of reasons why advisers are going independent.  Ultimately you are the only one that can answer this question.  The primary reasons we find with our network are:

The prevailing "industry" thought is to join an existing RIA. We do not think it is in the best long-term interest of the advisor or his/her clients. We feel that as an independent business owner you do not need to promote someone else’s brand.  Your clients have decided to continue with you because of you, not because of the firm you join!!  We feel you should invest the time upfront to do things correctly and open your own RIA.

If you still wish to join an existing RIA, we have a network of RIAs that you can join.

We are focused on independent RIA advisors.  However, we understand that some advisors may require some brokerage services.  We have relations with a small number of independent broker/dealers that specifically do not charge a fee on your RIA business.  NOTE: Most broker/dealers will charge a fee on your RIA business.

NO. 

Start-up costs vary tremendously.  Please contact us so we can better with this question.

Typical payout ranges from 50%-65% depending on assets plus office overhead.   At RIAICO our payout starts at 95%.

We currently have group calls twice a week to share ideas and thoughts.  

NOTE: We only discuss client pricing as listed on an advisor's ADV.  

Yes you may.  Although our goal to provide complete solutions to the advisor, you may simply use our product only.  Please call or write to us for more information.

We insist on understanding your business first.  We will make certain you will have everything you need before independence.