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Q153 - What Are Red Flags To Look Out For In The RIA Model?

All affiliation models have pros and cons. They all have red flags to watch out for as well.

The RIA model is no exception.

Case in point: when someone predominantly touts the "100% payout" of the model.

Yes, with your own RIA, you retain 100% of your client fee revenue. But when someone loudly touts the top line without also explaining the expenses required to generate that revenue, that is generally a red flag.

On this episode (#153) of the Transition To RIA question and answer series, I address this and other red flags in the RIA model to be aware of.

Come take a listen!

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