Starting an RIA can seem like an overwhelming endeavor.
Through the registration process, we stay by your side from inception to the day your doors open so you can focus on starting your business. You won’t be on a conveyor belt, awaiting your turn. You won’t be assigned a “service team.”
Starting an RIA is always a fixed fee. Included in this fixed fee is our Concierge approach to service. During a time full of excitement and uncertainty, we do our best to make the process as organized and predictable as possible.