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Chart Earning Potential with the RIA Economic Discovery Tool

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7 months 3 weeks
Submitted by jib.butterworth on Mon, 09/11/2017 - 14:49

Becoming an independent registered investment advisor (RIA) could mean a boost to your earning potential, as well as the value of your business over time.


Our convenient online RIA Economic Discovery tool can help you estimate the financial benefits you may receive as an RIA. Enter data about your practice to discover your potential.

Advantages of Being an RIA

As an RIA, you not only have the freedom to run your business how you want to, you also have the possibility of increasing your net income. Becoming an RIA could also set you up for a positive transition to the next step of your career.

  • Start your own firm or join an existing one
  • Keep your traditional brokerage business in addition to your fee-based services
  • You determine how you're paid, including the opportunity to keep up to 100% of your revenue

For Personalized Guidance, Take the Next Step

For a personal introduction to the RIA model, a Schwab representative will be happy to help you compare your options and answer your questions.

Contact us at:


The Economic Discovery Tool (Tool) is intended solely for use by investment professionals. Please see: "Terms of Use and Important Information" prior to using the tool. The Tool simulates the pro forma financial results of various hypothetical scenarios for establishing, operating, joining and/or selling an investment advisory practice or firm and compares those simulated outcomes to various alternatives. The scenarios and alternatives covered are not exhaustive and may not be representative of those you actually encounter. Moreover, the simulated pro forma results are materially dependent on various assumptions and inputs, some of which are made and specified by you and some of which are static. These assumptions and inputs may not reflect actual circumstances, and thus the Tool is inherently limited and intended for general informational purposes only. The simulated pro forma results do not reflect, and are not guarantees of, actual or future results. Your actual results may be materially different than those simulated. Schwab makes no warranty of the accuracy or completeness of the Tool or the simulated pro forma results and shall have no liability for your use of the Tool. The Tool is not intended to provide financial, investment, legal, tax, or regulatory compliance advice. You are urged to consult your own professional advisors.

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