In this episode, we discuss the good and bad of various custodians, and how choosing the right custodian for your specific situation can lead to more assets successfully moved during your breakaway. For more information about Uptick Partners and how we can help you in your breakaway journey learn more about the RIA world, visit us at UptickPartners.com.
<a href="https://uptickpartners.com/">Visit Our Website</a>
<a href="https://holisticplanning.com/disclosures/">Legal Disclosures</a>

In this episode, we discuss the good and bad of various custodians, and how choosing the right custodian for your specific situation can lead to more assets successfully moved during your breakaway. For more information about Uptick Partners and how we can help you in your breakaway journey learn more about the RIA world, visit us at UptickPartners.com. Visit Our Website Legal Disclosures

In this episode, we discuss the good and bad of various custodians, and how choosing the right custodian for your specific situation can lead to more assets successfully moved during your breakaway. For more information about Uptick Partners and how we can help you in your breakaway journey learn more about the RIA world, visit us at UptickPartners.com.
<a href="https://uptickpartners.com/" rel="noopener noreferrer">Visit Our Website</a>
<a href="https://holisticplanning.com/disclosures/" rel="noopener noreferrer">Legal Disclosures</a>

Episode 7 - How Do I Pick A Custodian?

Your guide to leaving the captive broker-dealer world behind and experiencing the movement to RIA independence.

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Episode 7 - How Do I Pick A Custodian?

Episode 7 - How Do I Pick A Custodian?