First-Year RIA Budget Projection

How much does it really cost to start an RIA?  Familiarize yourself with first year expenses, calculate your costs and plan for your firm's future with this comprehensive guide and customizable template. Your guide includes:

  • Registration and business set-up fees
  • Related costs for RIA software and tools
  • Equipment and office expenses
  • Marketing expenses
  • Revenue projections

This template also includes case studies so you can see how financial advisors just like you planned for success. 

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