More education from Charles Schwab regarding RIAs.
• Independent RIAs generally have affiliations with a variety of firms who assist with tax planning, estate planning, money management and more. These affiliations allow them to help their clients with complex financial needs.
• An independent RIA’s affiliations generally make available a wide universe of products and services to them, so that an RIA can tailor solutions to an individual client’s goals.
• Some independent RIAs’ compensation is directly related to growing their clients’ assets, which can benefit both the advisor and client alike.
Our firm is an RIA.
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