Breakaway Independent Advisors is an established fee-only RIA. Advisors affiliate with us as independent contractors, under their own brand, while we handle the technology, compliance, and custodial relationships behind the practice.
Technology Handled
Advyzon portfolio management, CRM, trading, billing, and reporting configured and ready on day one.
COMPLIANCE COVERED
Registration, supervision, advertising review, books and records, and annual filings under our RIA.
CUSTODY ESTABLISHED
Contracts and negotiated custody pricing already in place with Altruist
You do not have to register your own RIA to work independently. Affiliating with an established registered investment advisor gives you fiduciary, fee-only independence on day one, your brand, your clients, your service model, without the registration, the vendor contracts, or the compliance infrastructure to build and maintain.
01
Your Own Brand
Most advisors join under their own name and identity. You keep the practice you built, we sit behind it as the registered investment advisor.
02
Independent Contractor
You affiliate as a 1099 independent contractor, not an employee. You run your practice, set your service model, and control your calendar.
03
Payouts Up to 97%
A flat monthly affiliation fee and a tiered payout schedule that starts at 90% and reaches 97%, no grid, no production hurdles.
Platform access, custody pricing, a pre-built technology stack, compliance support, IT and cybersecurity, and a client website portal are all part of affiliation.
Pre-Built Tech Stack
Portfolio management, CRM, trading and rebalancing, billing, and reporting through Advyzon, configured and ready on day one.
Compliance Support
Registration, supervision, advertising review, books and records, and annual filings handled under our RIA.
Custodial Relationships
Established contracts and negotiated custody pricing with Altruist.
Infrastructure & Coverage
IT support, cybersecurity, client website portal, plus E&O and cyber insurance coverage included with affiliation.
Affiliation is a flat monthly fee plus a tiered payout schedule designed to align your compensation with the revenue you generate. Platform access, custody pricing, the technology stack, compliance support, IT, cybersecurity, and E&O and cyber insurance are covered. You cover your affiliation fee, payroll and benefits, and any add-on tools or website you choose.
$0 – $500,000
90%
$500,001 – $1,000,000
95%
$1,000,001 – $2,000,000
96%
$2,000,001+
97%
Payout tiers are based on annual gross revenue and are subject to the terms of the affiliation agreement. Fees and coverage may change; final terms are confirmed in writing.
We review your book, your current agreements, your brand, and the economics of affiliating with us.
You join as an independent contractor. We stand up your technology, compliance, and custodial accounts under our RIA.
Move clients cleanly to Altruist, then focus on advice while we run the back office.
Platform access, custody pricing, a pre-built technology stack, compliance support, IT and cybersecurity, and a client website portal are all part of affiliation.