I just wanted to clarify what the pricing would be at $30M AUM levels from a good RIA.Ok, at 0.40%, what do you get for that $120K a year... every single year? Your taxes really aren't that much more complicated and that falls to your very good accountant anyway, not a RIA. Up-front estate planning (and one-off needs) falls to your estate attorney. What investment strategies work at $30M that aren't applicable at $3M?
You're right, maybe $60-80M wouldn't be much different.
There is no clear answer on why some folks want to pay RIAs vs those that don't. There was a good discussion in a related thread earlier this year viewtopic.php?t=406041. Some good comments and perspectives.
Statistics: Posted by bople — Wed Aug 21, 2024 6:40 pm — Replies 61 — Views 10573