flat fee RIA platform 3

https://iris-wiki.win/index.php/Building_a_Smarter_Financial_Advisor_Tech_Stack_for_Independent_Practice

A flat fee RIA platform charges a single, predictable annual or monthly fee rather than taking a percentage of assets under management. This model aligns incentives with clients, eliminating hidden costs and conflicts tied to commission-based advice. It appeals to advisors wanting transparent pricing, especially for clients with substantial portfolios who prefer paying for services rather than growth erosion. The fixed cost simplifies budgeting and trust, focusing on long-term planning without…