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Home Yakezie Forums Bloggers Lair A peak inside: How much does it really cost to start your own investment firm…

A peak inside: How much does it really cost to start your own investment firm…
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9:47 pm
February 9, 2012


Jeff Rose

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posts 574
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I'm currently working on a post that summarizes how much went into starting my own RIA firm last year.   

Wanted to see if anybody had any specific questions with the whole process to make sure I include them in the post.  

This may be my longest post yet….Wink

Jeff Rose, CFP®

Blog: http://www.goodfinancialcents.com
Book site: http://www.soldieroffinance.com

Email: jeff@goodfinancialcents.com


 

Check me on Twitter: @jjeffrose or Facebook: Good Financial Cents Fan Page

11:27 pm
February 9, 2012


JT_McGee

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How do you manage the backoffice?

 

Any software or programs that make it easier?

JT McGee – MoneyMamba

URL: MoneyMamba.com 

Twitter: @JT_McGee

Recent Post: Are We Halfway Through Our Lost Decade? (4 Charts Inside)

7:37 am
February 10, 2012


MyJourneytoMillions

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I think a portion describing the differences between an RIA office and a broker dealer, and all the mixtures in between may be very helpful starting point. 

8:39 am
February 10, 2012


Jeff Rose

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posts 574
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On it!  Thanks for the suggestions. 

Jeff Rose, CFP®

Blog: http://www.goodfinancialcents.com
Book site: http://www.soldieroffinance.com

Email: jeff@goodfinancialcents.com


 

Check me on Twitter: @jjeffrose or Facebook: Good Financial Cents Fan Page
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