Home  >  Financial Articles and Q&A  >  Does anybody have any experience with selling RIA Channel...

Does anybody have any experience with selling RIA Channel 529 Plans? How does the IAR get his fees ?

When you sell a RIA Channel 529 plan where do you charge your fees from? If client only has a 529 plan with you.

Mar 07, 2014 by Joseph from Miami, FL in  |  Flag
1 Answer  |  2 Followers
Follow Question
4 votes

Advisor (RIA Channel) sold 529 plans pay sales fees to the IAR who sell them, just like a mutual fund. This is why they almost all cost more than direct sold 529 plans, particularly the low-cost direct sold 529s.

Comment   |  Flag   |  Mar 07, 2014 from Boston, MA

1|600 characters needed characters left