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Over the last 20 years, a clear trend towards fee based programs has developed across the financial services industry. In fact, a 2019 Cerulli Associates study1 found that 62 percent of investor households now prefer fee based payment arrangements over commissions.
Discover the fundamentals of building a successful fee based structure. Our whitepaper can help you understand:
Does your current broker-dealer/RIA restrict your ability to offer holistic advice? If yes, now is the time to consider evolving your business model, and partnering with Cambridge can offer distinct advantages.
Cambridge enables you to:
*Average Independent RIA start up fees, when using a compliance consultant to generate documents and registrations, range from $5,000-$10,000. Comparable fees are not applicable through CIRA.
1Szala, G. (2019). Have fee-based models won the battle… or the war? Think Advisor.
Retrieved from https://www.thinkadvisor.com/2019/02/21/have-fee-based-models-won-the-battle-or-the-war/