ICA Group

Wealth Management RIA

What type of RIA fits You?

Hybrid

Fee only

  • What is a Hybird RIA?

    The hybrid RIA model allows an advisor to maintain both commission-based brokerage business and fee-based advisory business – a combination that can help meet the needs of their clients and their business.

    Why are Advisors Moving Towards This Model?

    Freedom

    Control

    Build and manage your own practice tailored for your clients and their goals.
    Possibilites

    Flexibility

    The ability to run a fee-based practice but also maintain your commission-based business

    tailored

    Personalized

    The ability to create a more personalized experience for your clients.
    Crafted

    Branding

    The opportunity to create your own brand and truly position your firm to target the right clients.
    growth

    Value & Equity

    The opportunity to build long-term enterprise value and to create the potential to monetize your book of business.
    Limitless

    Opportunity

    Open the potential for unique partnerships, mergers and acquisitions.

    The ICA Group Wealth Management RIA

    Is the

    Hybrid RIA

    Model Right for You?

    Before you can answer that question, you should have an idea of where you are going.
    What are the key motivators or drivers of wanting to transition to an RIA?
    How can an RIA help you achieve your goals?

    Ready to Get Started?

    Our team is here to help assist your transition.

    Patrick Bressler

    New Business Development Consultant

  • Fee-Based Only

    To learn more about transitioning or growing your fee-based only advisory business, contact our team today.

    Ready to Get Started?

    Our team is here to help assist your transition.

    Patrick Bressler

    New Business Development Consultant

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