Related Posts
Happy Father's Day! 🍒🥒
Best Christmas things to do with a two-year-old?
Thoughts on Riveron Consulting?
Additional Posts in Looking for a change of scenery
Best study guide for CFP?
Looking for a new home in Maine?
What kinds of tires are we kicking?
Cayman islands anyone?
Schwab independent Advisor channel anyone?
New to Fishbowl?
unlock all discussions on Fishbowl.
I think wells uses it to blunt moves to independent, but it’s terribly expensive relative to other independent bd platforms. Pricing is not even close to other independents, payouts and fees.
I guess the positive would be an “easier” move than to change b/D’s entirely. But make no mistake, you are paying for the privilege.
Looked pretty hard at FiNet and LPL. Went LPL (hybrid) and ultimately am multi custody and will go RIA only Get away from Wells, you’ll be happy.