Setting up an RIA |
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CaleyCapital
Rookie Joined: Jan/24/2018 Status: Offline Points: 5 |
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Posted: Jan/24/2018 at 10:11pm |
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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?
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Yay.
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luvindy
Moderator Joined: May/17/2010 Status: Offline Points: 25771 |
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Are you really smart?
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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, |
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CaleyCapital
Rookie Joined: Jan/24/2018 Status: Offline Points: 5 |
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Is joining this forum something a smart person would do?
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B24
Moderator Joined: Mar/09/2010 Status: Online Points: 25754 |
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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 |
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missionshooter
Senior Member Joined: Feb/12/2014 Status: Offline Points: 6136 |
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I bet you have a great personality too.
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CaleyCapital
Rookie Joined: Jan/24/2018 Status: Offline Points: 5 |
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Some would say I have the best personality. It's likely that nobody has a better personality than me.
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PEACH_cm
Senior Member Joined: Jan/16/2013 Status: Offline Points: 7184 |
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luvindy
Moderator Joined: May/17/2010 Status: Offline Points: 25771 |
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Well said.
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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, |
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CaleyCapital
Rookie Joined: Jan/24/2018 Status: Offline Points: 5 |
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I'm too new for inside jokes.
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