Working for a small RIA on 1099. I receive about 80% payout AUM and the firm covers port mgmt, marketing, and a client service rep. However no other benefits such as office, health, 401k, bonus. Stay?

Posting as :
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Depends on your size.

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Are you just bringing in clients?

80% is not a bad number based on the information in your post, but there’s a lot of variables. Are you unhappy with the firm or just wondering how the arrangement compares?

Don’t forget they are also covering compliance if they are the RIA. And it also depends on what marketing you have going on. Do they cover the financial planning apps?

So many variables to consider

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