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Q143 - What Is The Minimum AUM Needed To Have Your Own RIA?
What is the minimum AUM needed to have your own RIA?
Beware of anyone that gives you an immediate answer, with an immediate AUM figure to that question.
There are often bias or ulterior motives behind such quick declarations.
While the regulatory answer is $0 AUM needed to start an RIA, there are reasonable arguments to be made regarding at what AUM level it begins to make sense to do so.
But even then, what makes sense for one advisor, might not make sense for another.
On this episode (#143) of the Transition To RIA question & answer series I discuss the variables involved with what size…
The skinny
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