Two transplanted San Diegans -- one a little bit country, the other rock 'n' roll -- join Dowling & Yahnke

Thank – You Brooke for an informative piece. I’ve found the larger custodians prefer not to deal with the startup RIA or emerging RIA firms and aren’t too thrilled with continuing to support RIA managing under a certain minimum AUM. Personally, I’ve found great enjoyment with assistant startup/newly formed RIAs ramp up. If any of the RIA Firms are affected by their custodians decision to ask them to find a new custodian or require them to pay a monthly fee of sorts, Trade-PMR can assist these firms. Even the largest RIA firms today had to start from someplace and I’m glad to be one of the players who believe in this market.

www.tradepmr.com