Latest / Transition To RIA Podcast
Q20 - What Is The Minimum Account Size I Can Have As An RIA?
Episode #20: This episode is from video #20 of the Transition To RIA video series where I answer RIA related questions I get from advisors just like you. On today's episode I explain what sort of account minimum requirements you can expect from the custodians you work with.
About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors to learn and understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad has nearly 20 years of industry experience, including direct RIA related…
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