Build your practice your way.
If you are weighing a move to an RIA, we would rather have the conversation than make you read a pitch. Here is what we would go through with you.
What we would talk about
The questions worth asking before you move.
Advisors weighing independence usually arrive with the same four. We would rather go through them with you directly than answer them on a marketing page, because the honest answer in each case depends on your practice.
Ownership and independence
What happens to your client relationships, your brand and the equity in your practice — set out in writing, before you decide anything.
Compliance and registration
How our registration and compliance framework would apply to you, and what it would mean for your day-to-day.
Technology and operations
Which platforms and operational support you would be working with, and how they compare with what you use now.
Economics
How compensation works here, in full and in writing. This is a conversation with numbers in it, not a headline rate.
How it would go
Four steps, and you can stop after any of them.
The first conversation is confidential and commits you to nothing.
Initial conversation
A confidential discussion about your practice and what you are looking for in an RIA.
Evaluate the fit
We put our platform, compliance framework and economics in front of you in detail, so you can decide on real information.
Onboarding and transition
If you decide to move, our team works through the paperwork and logistics with you.
Launch and support
You begin operating on our platform, with our compliance and operations teams available to you.
About us
Who you would be joining.
Your IA, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission, based in St. George, Utah, and part of the Associate Owners Group family of companies. Our Form ADV sets out how the firm is organised, what it does, and the conflicts of interest that apply to it.
- CRD
- 338535
- SEC
- 801-134511
Registration does not imply that the Commission has sponsored, recommended, endorsed or approved the firm, and does not imply any particular level of skill or training. Our record is at adviserinfo.sec.gov.
Important disclosures
Investing involves risk, including the possible loss of principal. There is no guarantee that any investment strategy or financial plan will achieve its objectives, and past performance is not indicative of future results. Diversification and asset allocation do not guarantee a profit or protect against loss. Any discussion of our services on this site describes what we seek to do for clients, not a result we can promise.
Your IA, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply that the SEC has sponsored, recommended, endorsed or approved Your IA, and does not imply any particular level of skill or training. It also does not mean the SEC has reviewed or passed upon this website or the information on it. Advisory services are offered only to clients and prospective clients where Your IA and its representatives are properly licensed or exempt from licensure.
Your IA does not provide tax, legal or accounting advice. Where our financial planning services touch on tax or estate matters, they do not replace advice from the qualified tax and legal professionals you choose, and you should consult your own advisers before acting.
Information on this page is directed to financial professionals considering an affiliation with Your IA, LLC. It is not an offer of investment advisory services to the public, and nothing here should be read as a projection or guarantee of the compensation, growth or business results any advisor will achieve.
A description of our services, fees, conflicts of interest and standard of conduct is set out in our Form ADV Part 2A and Form CRS, available on our disclosures page and at adviserinfo.sec.gov.
Ready to explore what's possible?
Schedule a confidential conversation to learn how joining Your IA, LLC can help you reach your professional goals.