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Setting up an RIA

Printed From: Advisorheads
Category: Introductions
Forum Name: Greenhorn Introductions
Forum Description: MAKE YOUR FIRST POST HERE!
URL: http://www.advisorheads.com/forum_posts.asp?TID=15264
Printed Date: Dec/15/2018 at 10:11pm
Software Version: Web Wiz Forums 11.04 - http://www.webwizforums.com


Topic: Setting up an RIA
Posted By: CaleyCapital
Subject: Setting up an RIA
Date Posted: Jan/24/2018 at 10:11pm
I'm in the process of setting up my RIA. Formed an LLC and studying for my Series 65 through Kaplan.

Plan to use Interactive Brokers. Have been investing with quantitative strategies using Portfolio123 for about 2 years now.

I work full time as a civil engineer; have MS in Civil/Environmental and BS in Mechanical.

Curious to hear from other RIAs what fee structure they use for qualified and non-qualified clients?



Replies:
Posted By: helado
Date Posted: Jan/24/2018 at 11:51pm
Yay.

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My posts are for abrasive entertainment only. Nothing posted is investment, legal, tax or any type of advice, nor is anything mentioned true or even based on real events. Posts are complete fiction.


Posted By: luvindy
Date Posted: Jan/25/2018 at 10:13am
Are you really smart?

-------------
8/31/12,Sportsfreak:
"If Barak wins this election, or appears to be clearly winning, we are all fucked. Market will tank big time."
Dow 13,090 S&P 1406
5/23/13 UC:Dow 20k before 20% crrectn Dow 15,322


Posted By: CaleyCapital
Date Posted: Jan/25/2018 at 11:02am
Is joining this forum something a smart person would do?


Posted By: B24
Date Posted: Jan/25/2018 at 11:11am
Originally posted by CaleyCapital CaleyCapital wrote:

Is joining this forum something a smart person would do?

LOLClap

You're going to fit in just fine, Caley.


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"If Bellicheat pulls that rabbit out of his a$$ with this kid at quarterback, I'll personally kiss his ring." - Sporsfreak, 09/20/16

"Jags/Vikes Super Bowl. Write it down" - Sportsfreak 01/19/18


Posted By: missionshooter
Date Posted: Jan/25/2018 at 11:23am
I bet you have a great personality too.   


Posted By: CaleyCapital
Date Posted: Jan/25/2018 at 12:04pm
Some would say I have the best personality. It's likely that nobody has a better personality than me.


Posted By: PEACH_cm
Date Posted: Jan/25/2018 at 1:04pm
Originally posted by CaleyCapital CaleyCapital wrote:

Some would say I have the best personality. It's likely that nobody has a better personality than me.
good to see you back crimson


Posted By: luvindy
Date Posted: Jan/25/2018 at 1:07pm
Originally posted by PEACH_cm PEACH_cm wrote:

Originally posted by CaleyCapital CaleyCapital wrote:

Some would say I have the best personality. It's likely that nobody has a better personality than me.
good to see you back crimson

Well said.


-------------
8/31/12,Sportsfreak:
"If Barak wins this election, or appears to be clearly winning, we are all fucked. Market will tank big time."
Dow 13,090 S&P 1406
5/23/13 UC:Dow 20k before 20% crrectn Dow 15,322


Posted By: CaleyCapital
Date Posted: Jan/25/2018 at 1:54pm
Originally posted by luvindy luvindy wrote:

Originally posted by PEACH_cm PEACH_cm wrote:

Originally posted by CaleyCapital CaleyCapital wrote:

Some would say I have the best personality. It's likely that nobody has a better personality than me.
good to see you back crimson

Well said.

I'm too new for inside jokes. Thumbs Down



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