Skip navigation

Folio Institutional - custodian

or Register to post new content in the forum



  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Jan 6, 2012 8:11 pm

Anyone have experience or know anything personally about Folio Institutional as an RIA custodian? I came across them researching custodians that favor cater to smaller RIAs (my preference). They appear to have no AUM minimums. They also have client-access reporting and tax docs, and do free block trades 2x/day, which is perfect for tax-exempt rebalances.

Their website and brochure are nice but don't tell everything. I'm wondering if anyone here has some personal knowledge on them. Thanks.