RIA FIRM COVERAGE OPTIONS
|
|
|
|
RIA Firm with Non-Discretionary Authority
and AUM between $10,000,001 - $25,000,000
|
|
|
|
|
|
$5,000 for claims involving Limited Discretion
$10,000 for claims involving Full Discretion
|
RIA FIRM COVERAGE OPTIONS
|
|
|
|
RIA Firm with Non-Discretionary Authority
and AUM between $25,000,001 - $50,000,000
|
|
|
|
|
|
$10,000 for claims involving Limited Discretion
$15,000 for claims involving Full Discretion
|
RIA FIRM COVERAGE OPTIONS
|
|
|
|
RIA Firm with Non-Discretionary Authority
and AUM between $50,000,001 - $100,000,000
|
|
|
|
|
|
$15,000 for claims involving Limited Discretion
$15,000 for claims involving Full Discretion
|
RIA FIRM COVERAGE OPTIONS
|
|
|
|
RIA Firm with Non-Discretionary Authority
and AUM between $100,000,001 - $150,000,000
|
|
|
|
|
|
$20,000 for claims involving Limited Discretion
$20,000 for claims involving Full Discretion
|
RIA FIRM COVERAGE OPTIONS
|
|
|
|
RIA Firm with Non-Discretionary Authority
and AUM between $150,000,001 - $200,000,000
|
|
|
|
|
|
$25,000 for claims involving Limited Discretion
$25,000 for claims involving Full Discretion
|
RIA FIRM COVERAGE OPTIONS
|
|
|
|
RIA Firm with Non-Discretionary Authority
and AUM between $200,000,001 - $250,000,000
|
|
|
|
|
|
$25,000 for claims involving Limited Discretion
$25,000 for claims involving Full Discretion
|
|