The flat fee includes all compliance and technology costs Capital Analysts provides. The firm's new technology platform, Advisor Portal, allows single sign-on access to the firm's tools and data, allowing advisors to move data among different applications.

"Whether advisors leverage our RIA, have their own RIA or use a hybrid approach, our flat-fee model does not have hidden charges, markups or usage fees," Lynch says.

Vice Chairman Robert Cogan says the Cincinnati-based firm had considered the move for several years but finally followed through after extensive consultation with its reps.

First « 1 2 3 4 » Next