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Q135 - What Is The Best Custodian To Use With Your RIA?
Choosing a custodian to hold your client assets is one of the most important decisions you’ll make when transitioning your practice to the RIA model.
While it might at first seem as simple as picking from the “Big 3” (formerly “Big 4”) custodians, the reality is there are close to a dozen custodial providers to potentially choose from.
Differentiators amongst them include: AUM minimums, pricing, approach to technology, value proposition, service offerings, etc.
In the latest episode (#135) of the Transition To RIA question & answer series I discuss how these variables will factor into your…
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