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redfish
Rookie Joined: Jan/10/2019 Status: Offline Points: 9 |
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Posted: Jan/10/2019 at 11:23am |
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run a small indy advisory hybrid...5 folks...registered in '94...glad to be here
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luvindy
Moderator Joined: May/17/2010 Status: Offline Points: 25767 |
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In first!
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8/31/12,Sportsfreak:
"If Barak wins this election, or appears to be clearly winning, we are all fucked. Market will tank big time." Dow 13,090 S&P 1406 5/23/13 UC:Dow 20k before 20% crrectn Dow 15, |
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Iamlegend
Platinum Member Joined: Mar/09/2010 Status: Offline Points: 22532 |
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Five clients.
That is small!🤣🤣 |
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advisorman
Senior Member Joined: Oct/22/2011 Location: Behind you Status: Offline Points: 4246 |
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2nd
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King of sarcasm and speling
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advisorman
Senior Member Joined: Oct/22/2011 Location: Behind you Status: Offline Points: 4246 |
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Aum? What’s your time in the 40 and how much can you deadlift l?
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King of sarcasm and speling
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RIArules
Platinum Member Joined: Mar/15/2010 Status: Offline Points: 36495 |
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Non registered (de minimis)?
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Is it too late to exhume Ken Starr?
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redfish
Rookie Joined: Jan/10/2019 Status: Offline Points: 9 |
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$65mm . Still run a solid 5.0 at age 50. Granted much less than 40 yards. Ran out of weights at the gym to see my deadlift...let's just I am a beast.
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advisorman
Senior Member Joined: Oct/22/2011 Location: Behind you Status: Offline Points: 4246 |
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I like this guy...
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King of sarcasm and speling
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Spaceman Spiff
Gold Member Joined: Mar/11/2010 Status: Offline Points: 10546 |
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redfish
Rookie Joined: Jan/10/2019 Status: Offline Points: 9 |
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5 people...me, 1 CFP, 1 CPA, 1 insurance specialist (P&C), one assistant
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missionshooter
Senior Member Joined: Feb/12/2014 Status: Offline Points: 6136 |
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What are your 13 dividend stocks that you use in your magical portfolio that will outperform anything?
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Iamlegend
Platinum Member Joined: Mar/09/2010 Status: Offline Points: 22532 |
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Total of 65 mm for all of that? |
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missionshooter
Senior Member Joined: Feb/12/2014 Status: Offline Points: 6136 |
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He just got registered in 94 |
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He’s probably doing their investments and taxes and making 300k. Cut the new guy some slack |
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redfish
Rookie Joined: Jan/10/2019 Status: Offline Points: 9 |
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I only make maybe half my revenues off asset management. Company makes most off fee for advice/planning...clean revenues and highest margins
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Spaceman Spiff
Gold Member Joined: Mar/11/2010 Status: Offline Points: 10546 |
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My guess - He gets the revenue from the assets, CFP gets the majority of the revenue from the planning, CPA gets to keep the accounting fees, the insurance specialist keeps the revenue from the policies he writes on the clients, and the assistant gets a small salary that they all kick in on. |
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redfish
Rookie Joined: Jan/10/2019 Status: Offline Points: 9 |
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Close...CFP gets % of asset based revenues. I get all the fees. CPA tells me how much accounting services will be, charge that fee with small override (margins suck but I make 10% off the top). He bills the company and pay him whatever he bills. The insurance broker keeps all the commission and I charge small fee annually for her service.
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