In this final post regarding how to start a registered investment advisory firm, I’m covering the following topics:
In this final part III, I will cover the following:
Thoughts on social media marketing
Competition with the big shops Continue reading
Continued from previous post on how to start a registered investment advisory firm, I’m covering the following topics:
License or registration requirement to start the RIA practice.
Which one is more important to the investors? Service or performance. What are the differences between an RIA or a hedge fund
Fee structure and average asset under management per investor Continue reading
5 panels talked about how to start a registered investment advisory firms at a sold out event with CFA Society of San Francisco.
In Part I, I’m covering the following topics:
Why did you start the firm and what do you enjoy most?
Did you have a business plan? Was it necessary?
Costs starting and running the practice
How did you get your first investors?
Continue reading
This is the first blog article as part of the one-year anniversary celebration of our firm, Affinity Fund Services LLC. Many times as I meet new people, once they know that I am running my own hedge fund administration firm, they ask me: how … Continue reading
