RIA consulting services
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Apr 15, 2013 9:56 pm
I'm curious who here has used RIA-in-a-box and any similar groups? What were your experiences, would you do it differently if you were to do it again? I've heard some positive things about RIA in a box but no comments with much depth regarding the full experience.
I'm going independent soon and trying to decide which route to take and if $2800-3000 is absolutely worth it if i'm trying to be as lean as possible with this startup. I also dont want to cut corners and end up with a big compliance mess at the end of the year.