There's no doubt that the independent Registered Investment Advisor (RIA) model is enticing. You control pricing. You keep 100% of what you earn. You serve your clients your way - without the pressure to cross-sell or meet sales quotas. Every day, more and more investment advisors are making the move to independence.
"This is a long-term movement of assets to
a more investment-advisor-friendly, consumer-
friendly model." – Christopher Reedy,
Managing Director of Business Development
at Schwab Advisor Services™
Having helped thousands of investment advisors make the move, Schwab Advisor Services knows the territory. We help you design your firm based on your vision, build a roadmap to transition clients successfully, and put you in the driver's seat.
It's time to put the pedal down, explore the possibilities, and declare your freedom.
Legal:
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