Advisorheads Homepage
Forum Home Forum Home > Introductions > Greenhorn Introductions
  New Posts New Posts RSS Feed - Setting up an RIA
  FAQ FAQ  Forum Search   Events   Register Register  Login Login

Setting up an RIA

 Post Reply Post Reply
Author
Message
CaleyCapital View Drop Down
Rookie
Rookie


Joined: Jan/24/2018
Status: Offline
Points: 5
Post Options Post Options   Thanks (0) Thanks(0)   Quote CaleyCapital Quote  Post ReplyReply Direct Link To This Post Topic: Setting up an RIA
    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?
Back to Top
helado View Drop Down
Senior Member
Senior Member
Avatar
The Resource

Joined: Jun/17/2013
Status: Offline
Points: 15391
Post Options Post Options   Thanks (0) Thanks(0)   Quote helado Quote  Post ReplyReply Direct Link To This Post Posted: Jan/24/2018 at 11:51pm
Yay.
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.
Back to Top
luvindy View Drop Down
Senior Member
Senior Member
Avatar

Joined: May/17/2010
Status: Offline
Points: 15609
Post Options Post Options   Thanks (0) Thanks(0)   Quote luvindy Quote  Post ReplyReply Direct Link To This Post 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
Back to Top
CaleyCapital View Drop Down
Rookie
Rookie


Joined: Jan/24/2018
Status: Offline
Points: 5
Post Options Post Options   Thanks (0) Thanks(0)   Quote CaleyCapital Quote  Post ReplyReply Direct Link To This Post Posted: Jan/25/2018 at 11:02am
Is joining this forum something a smart person would do?
Back to Top
B24 View Drop Down
Moderator
Moderator
Avatar

Joined: Mar/09/2010
Status: Offline
Points: 15262
Post Options Post Options   Thanks (0) Thanks(0)   Quote B24 Quote  Post ReplyReply Direct Link To This Post 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.
"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
Back to Top
missionshooter View Drop Down
Senior Member
Senior Member
Avatar

Joined: Feb/12/2014
Status: Offline
Points: 2035
Post Options Post Options   Thanks (0) Thanks(0)   Quote missionshooter Quote  Post ReplyReply Direct Link To This Post Posted: Jan/25/2018 at 11:23am
I bet you have a great personality too.   
Back to Top
CaleyCapital View Drop Down
Rookie
Rookie


Joined: Jan/24/2018
Status: Offline
Points: 5
Post Options Post Options   Thanks (0) Thanks(0)   Quote CaleyCapital Quote  Post ReplyReply Direct Link To This Post 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.
Back to Top
PEACH_cm View Drop Down
Senior Member
Senior Member


Joined: Jan/16/2013
Status: Online
Points: 2914
Post Options Post Options   Thanks (0) Thanks(0)   Quote PEACH_cm Quote  Post ReplyReply Direct Link To This Post 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
Back to Top
luvindy View Drop Down
Senior Member
Senior Member
Avatar

Joined: May/17/2010
Status: Offline
Points: 15609
Post Options Post Options   Thanks (0) Thanks(0)   Quote luvindy Quote  Post ReplyReply Direct Link To This Post 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
Back to Top
CaleyCapital View Drop Down
Rookie
Rookie


Joined: Jan/24/2018
Status: Offline
Points: 5
Post Options Post Options   Thanks (0) Thanks(0)   Quote CaleyCapital Quote  Post ReplyReply Direct Link To This Post 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
Back to Top
 Post Reply Post Reply
  Share Topic   

Forum Jump Forum Permissions View Drop Down

Forum Software by Web Wiz Forums® version 11.04
Copyright ©2001-2015 Web Wiz Ltd.

This page was generated in 0.047 seconds.