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Jun 20, 2011 8:31 pm

Ria in a box? discount group?

Anyone use Etrade as thier custodian?

Thanks puts

Jun 21, 2011 4:56 pm

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.

Jun 21, 2011 5:42 pm

I don't think E-trade offers custody service

Aug 9, 2011 10:06 pm

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).