What is the payout in the RIA model?

Simple question, not so simple answer.

To perform an accurate comparison, you must:

Properly calculate your current payout.
Understand how payouts are expressed in the RIA model (spoiler: there is far less uniformity in the RIA space.)
Consider what value is provided to you for the payout, and what you’re responsible for sourcing yourself.
Consider how the resulting payout figures compare across channels and offerings.

In this episode of the Transition To RIA question and answer series, I expand on each of these variables.

Come take a listen!

P.S. Prefer video? You can find this entire series in video format on Youtube. Search for the TRANSITION TO RIA channel.

Show notes: https://TransitionToRIA.com/how-does-an-ria-payout-compare-to-a-broker-dealer-payout/

About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad has 20+ years of industry experience, including direct RIA related roles in Compliance, Finance and Business Development. He has an MBA and has held the 4, 7, 24, 63 & 65 licenses. The Transition To RIA website (TransitionToRIA.com) has a large catalog of free videos, articles, whitepapers, as well as other resources to help advisors understand the RIA model and how it would apply to their unique circumstances.