Going independent as a hybrid RIA
Get the best of both fee-based and commission-based business.
As a hybrid advisor, you have the flexibility to offer personalized service and tailored financial advice while also providing commission-based products and solutions.
The hybrid Registered Investment Advisor (RIA) model allows you to grow your business while gaining access to advanced technology, diverse investment options, and the support of a custodian who helps you run your business your way. Learn more about the hybrid RIA model and your choices as an advisor on the move. Going Independent as a Hybrid RIA covers:
- The momentum of the RIA model
- How the hybrid RIA model fits into the overall advising landscape
- Why some advisors go hybrid before moving to full independence
- Different hybrid RIA approaches
- What to consider when choosing a custodian or independent broker-dealer
Complete this form to download the white paper
This form helps us connect you with the right people to answer any questions you have about making the move to independence. We’ll also send you insights from Schwab Advisor Services™.
form
Contact
Ready to talk?
(0925-6RLE)