Hybrid advisors are typically responsible for their own client reporting and billing, and they often pay the broker-dealer to handle compliance oversight.
Regardless of whether you choose to operate as an independent broker-dealer, an RIA or a hybrid advisor, there are financial incentives associated with independence. Before you make any move, however, it's important to speak with a qualified professional who can help maximize your deal. NEVER accept an offer until you speak with us. We're here to help! We work with you to evaluate all of your options and decide on a course of action that meets your needs, as well as the needs of your clients.
If you're interested in learning more about how we can help with your move toward independence, I'd love to have a conversation. Please email me at firstname.lastname@example.org, call the office at 212-687-5490 or call or text me at 917-747-4805. At Michael King Associates, we specialize in helping advisors find their ideal place and achieve their best career path. We are your go-to "MATCHMAKERS!"