Just passed 65, now what?
Ria in a box? discount group?
Anyone use Etrade as thier custodian?
TradePMR has had a veyr long standing referral partnership with RIA in a BOX. I know Zachary Gronich well and they are a good organization. As far as custodians, best to shop around and find the best "fit" particularly their services and technology. I've heard good things about E-Trade from some.
Attached is a sample checklist you might find useful as you plan your new adventure as an RIA! Best wishes to you and your family.
If you want it cheap, I would also recommend Peter Mcphee for application. I just got it approved
Peter McPhee, 208-773-5601 (summer) 757-220-2166 (winter).