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"Explore the Varying Levels of Independence"
Are you interested in being a teammate or an owner? Learn more about the varying levels of independence in this guide. TRG (0220-0D4M) (02/21)
The kind of support a Registered Investment Advisor ("RIA") receives is based on their personal and professional goals. Whether you want to pursue independence as an owner, an affiliate, or a teammate, Schwab can help you through the transition and support you throughout the life of your business.
In this white paper, we highlight the five most common RIA profiles while exploring topics like:
- The different levels of control an RIA can have over their business
- The benefits of platform provider support, upfront financial support, and existing infrastructure
- Ways to pursue independence without being self-employed
No matter which path to independence you choose, custodians and platform providers will be ready to help you reach your full potential. Download this white paper to learn more.
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