Bagged a very big account from a referral source because I can offer dirt cheap financing with no strings attached. I know other major firms/wires offer this, but can you offer this as an Indy/Ria?

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Posting as :
works at
You are currently posting as works at

We can offer them through our custodian. Most bank-based custodians/BD's can offer these.

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We custody with Schwab and they offer great rates that our clients have accessed. I can't recall the min AUM req'd. And we are an indie RIA.

What is financing?

Essentially a personal loan with the AUM as security.

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