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Understanding RIA Partnership Interest
What level of support would you like?
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What level of support would you like?
A
Occasional ad hoc advice (e.g. review portfolio allocation, or strategize for a life event)
B
Traditional RIA services (e.g. hands-on portfolio management on your behalf including quarterly check-ins on strategy & progress, ad hoc consultation)
C
Full family office services (e.g. bill pay, tax filing, legal support, etc.)
What services would you be interested in?
*
Very Interested
Somewhat Interested
Not Interested
Advice on portfolio construction / allocation
Direct management of portfolio for me
Feedback on alternative investment options (PE, RE, private credit)
Deal flow access to alternative investments
Cash flow / retirement scenario planning
Tax mitigation tactics (e.g., direct indexing, tax loss harvesting, etc.)
Concentrated stock position tactics
Qualified account tactics (Roth conversions, defined benefit plans, etc.)
Education planning (529s & trusts)
Philanthropic management (e.g. DAF, private foundation)
Family governance & generational transition planning
Tax filing
Bill pay / bookkeeping
Estate planning services
If the only partner that would provide the quality & services you want is hourly would you be willing to to work with that model?
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If the only partner that would provide the quality & services you want is hourly would you be willing to to work with that model?
A
Yes
B
No
If the only partner that would provide the quality & services you want is fixed-fee, would you be willing to work with that model?
*
If the only partner that would provide the quality & services you want is fixed-fee, would you be willing to work with that model?
A
Yes
B
No
If the only partner that would provide the quality & services you want is AUM based, would you be willing to work with that model?
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If the only partner that would provide the quality & services you want is AUM based, would you be willing to work with that model?
A
Yes
B
No
Assuming we find a partner who provides the quality & services you want, within your willingness to pay, how likely would it be that you use their services?
*
Assuming we find a partner who provides the quality & services you want, within your willingness to pay, how likely would it be that you use their services?
A
5 - Almost certain to retain them this year
B
4 - Likely to retain them
C
3 - May retain them
D
2 - Unlikely to retain them
E
1 - Almost certain not to retain them
F
N/A - No idea; I just want to see what you are thinking of
What value of assets would you be looking for assistance with?
Note: your response is confidential
*
Anything else you'd like to share with us?
Name (optional)
If you would be interested in possibly piloting an RIA partnership, please include your name below.
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