Latest / Transition To RIA Podcast
Q21 - Can I Charge Flat Or Hourly Rate Fees For Financial Planning As An RIA?
Episode #21: This episode is from video #21 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 options you have of different ways you can charge for your services under the Registered Investment Advisor (RIA) model.
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…
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