White Papers Resources from industry thought leaders

What Kind of Independent Advisor Will You Be?

February 01, 2021 | Schwab Advisor Services

The kind of support a Registered Investment Advisor (RIA) receives is based on their personal and professional goals. Whether you want to pursue independence as an owner, an affiliate, or a teammate, Schwab can help you through the transition and support you throughout the life of your business.

In this white paper, we highlight the five most common RIA profiles while exploring topics like:

  • The different levels of control an RIA can have over their business
  • The benefits of platform provider support, upfront financial support, and existing infrastructure
  • Ways to pursue independence without being self-employed

No matter which path to independence you choose, custodians and platform providers will be ready to help you reach your full potential. Download this white paper to learn more.

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