Founder and CIO of Revolution Group LLC| 2025 ThinkAdvisor CIO of the Year | OCIO| RIA | Real Fiduciary Standard | @Huskers, @EDHEC_BSchool, @YaleSOM Alumni
Charge less. As an RIA I can charge nothing. You can do that. Besides that argument makes no sense unless you’re a commodity. Which you are. There is a reason people choose tom eat McDonald’s and reason people chose to eat at JB award winning restaurants. My intellectual capital and advice is not free…one should know that cost is never an economic argument for value that you can’t offer.
How. We have several relationships with IB and M&A. 🤣 co-invest…is this serious question. I worked at $12B family office, I have top level PE conections often as the lead or other FO that have connections. We have research, if you are referencing public research, thorough CFRA, TR, and several other “independent” research firms. Secondary markets for large blocks….acess both private and public…if you think this is proprietary to access large blocks with market maker you are fooling yourself.
My turn.
Who do you work for? Yes you work for the bank and not the client.
What access do you have to exclusive private deals and co-invest that is not approved by your BD. Careful FINRA is reading this.
Who dictates what you can offer your clients? Careful FINRA is watching.
What are your concentration levels for investing in private deals? Careful your BD is watching and so is FINRA.
How much has your firm taken under the table in revenue sharing?
@ausername1818@markcecchini@StevenMarcen I don’t think he is joking. He is believing the catfish bait. Little does he know Morgan Stanley serve’s the shareholders besides they nowhere near the access of an RIA without the massive commissions, kpi pushes, and revenue shares. They actually are held captive.
@SenatorSlama You should see many other competitions in the next couple months. Satellites are being launched constantly that compete with Starlink. It will get that much cheaper as more and more competitors enter.
@SargonDinkha1@Calamondins1@KobeissiLetter Why? Because you are dealing with regime that is evil and has never done what they were contractually obligated, hence why we are here in first place.