RIA Innovations hires high caliber employees who work with advisors in order to ensure a smooth transition. We have an excellent team with extensive experience in the financial services industry. Our employees are fully set up with capabilities to engage with advisors whether they are physically present or virtual.
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Asset Management
SERVICE OVERVIEW
Our Asset Management services provide outsourced expertise in support of the investment solutions you provide to your clients - from investment selection, portfolio construction, trade execution, and account oversight. We respect that there are different ways that Advisors may develop and deliver portfolios that are suitable for their clients. We can support an advisor’s pre-existing unique approach, or we can help advisors refine their client portfolios and/or trading disciplines to better address evolving needs and criteria.
PRICING STRUCTURE
8% per year of gross revenue for Trade Execution services (Min. $22,500)
2% per year of gross revenue for Portfolio Consulting services (Min. $7,500)
KEY FEATURES
Trade Execution | |
Portfolio Consulting | |
Rebalancing | |
Tax Loss Harvesting | |
Market Monitor Report | |
Market Newsletter |