Ria in a box? discount group?Anyone use Etrade as thier custodian? Thanks puts
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.
I don't think E-trade offers custody service
If you want it cheap, I would also recommend Peter Mcphee for application. I just got it approvedPeter McPhee, 208-773-5601 (summer) 757-220-2166 (winter).
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