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"Explore the Varying Levels of Independence"

Are you interested in being a teammate or an owner? Learn more about the varying levels of independence in this guide. TRG (0220-0D4M) (02/21)

The kind of support a Registered Investment Advisor ("RIA") receives is based on their personal and professional goals. Whether you want to pursue independence as an owner, an affiliate, or a teammate, Schwab can help you through the transition and support you throughout the life of your business.

In this white paper, we highlight the five most common RIA profiles while exploring topics like:

• The different levels of control an RIA can have over their business
• The benefits of platform provider support, upfront financial support, and existing infrastructure
• Ways to pursue independence without being self-employed

No matter which path to independence you choose, custodians and platform providers will be ready to help you reach your full potential. Download this white paper to learn more. 

 

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Charles Schwab & Co., Inc. (Schwab), member SIPC (www.sipc.com). Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

This is a sponsored feature developed by Charles Schwab and supported by ThinkAdvisor.

ThinkAdvisor is not affiliated with The Charles Schwab Corporation.

ThinkAdvisor will share your information with Sponsor, Charles Schwab & Co., Inc. Schwab may use it to contact you and to send you additional insights from Schwab Advisor Services™. Read about privacy at Schwab at www.schwab.com/privacy.

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