Our RIA Launch Services


Our RIA launch services harnesses over 60-years of RIA industry leadership in custody, clearing, platform support and investment management to support you with prescriptive advice, project management, and negotiating expertise. With Fusion on your team, you no longer make decisions without skilled representation or stay up at night wondering what questions to ask.

How it works: Fusion RIA Launch Process



Vision


Share with us your idea and your challenges. Together we define the scope and timeframe and agree on process related details.  Our goal is to make your dreams a reality and with our proven expertise, we can get you to where you want to go.



Education


We thoroughly educate you on the 5 vertical models of affiliation across the waterfront of independence. Whether you are fee-only or hybrid, you use this knowledge to chart optimal course and gain from sharpened focus.



Teamwork


We establish the team of advisors and strategic partners. Our concierge consulting services act as your personal “air traffic control”, coordinating activities from legal/regulatory compliance, custodians, HR specialists, entity formation to technology stack components.



Negotiations


Advisors ignore the importance of having a trusted ally on their side when negotiating pricing proposals. We provide you with time-tested negotiating prowess so you can be confident your proposals are the best they can be.



Launch


We manage your project plan, providing constant feedback on the process. You are always in the know of developments, roles, and responsibilities.  After launch, we are here to support you and answer any questions you may have.



Contact Us


We are here for you.  Please contact us if you have any questions or if you need support.


DELIVERABLES

  • Fee-only and hybrid RIA marketplace intelligence and education
  • Enterprise valuation advice
  • Protocol v. non-protocol transition planning
  • Access to working capital
  • Pro-forma creation and consultation
  • RIA technology assessment
  • Insurance solutions for “fee-only” advisor
  • Hybrid/Broker-Dealer options
  • Custodial selection and proposal negotiations
  • Transition project management