Latest / Transition To RIA Podcast
Q44 - Minimum AUM Needed To Start Your Own RIA?
This is episode #44 of the Transition To RIA question and answer series where I answer Registered Investment Advisor (RIA) related questions I get from advisors just like you. On today's episode I answer the question.....what is the minimum amount of assets under management (AUM) you need to be able to start your own RIA?
In theory, this should be a relatively simple question to answer. In practice though, and considering all of the variables involved, it is much more nuanced. There are a few different pathways to consider if you want to transition into the RIA model. One of those pathways…
The skinny
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