Benefits of Being an RIA

Starting your own RIA business puts you in control. You gain the satisfaction that comes from helping investors meet their financial goals, while building equity in your own firm. As an independent advisor, you'll enjoy:

RIA Greater Independence

This doesn't mean you'll have to build your business without a strong and trustworthy partner. TradePMR will help you grow the fee-based portion of your business while providing support for continued commission-based business.

Linked Success

As an RIA, you'll link your success with your clients' success. Clients will appreciate being on the same side of the table, understanding that as their assets grow your compensation grows also.

RIA Improved Relationships

You'll develop better client relationships because you'll be able to offer more services and extend your business. TradePMR offers a variety of services, including retirement plans and banking services, which will allow you more opportunities to assist your clients.

More Control

You'll develop and customize the types of investments you like to manage with more total control over the products and solutions you provide for your clients.

Increased Revenue

As a fee-based business, you'll keep up to 100% of the revenue generated by your services. You won't have to worry about how it fits into a specific payout option or grid.

Valuable Equity

It's your business. As it grows, you'll be building equity for your retirement and crafting a long-term legacy.