ARE YOU READY TO GO INDEPENDENT? DO YOU WANT CONTROL OF YOUR LIFE? ARE YOU SICK OF BEING AN EMPLOYEE?
Congratulations on the decision to go independent! Before you hire anyone to help you with your registration, even My RIA Lawyer, you should read our FREE guide “Don’t register your RIA without this checklist!” If you want to start your business right, be able to show your clients what a ROCKSTAR you are and get the most of every single dollar you invest in your business, then you want to get the best package of services you can ever buy.
THE ULTIMATE RIA REGISTRATION PACKAGE
WHAT YOU GET
1. Incorporation of your entity
2. Description of local requirements to run business
3. Registration in a primary jurisdiction and up to 2 additional jurisdictions
4. Manage IAR registration process
5. Completion of Form SAA to get IARD credentials
6. Completion of Parts 1A, 1B, 2A and 2B.
7. File Form U4
8. Draft IMA including solicitor’s language
9. Draft compliance manual, including business continuity plan, code of ethics and cybersecurity policy
10. Draft solicitor’s agreement
PLUS, WE WILL INCLUDE THESE BONUSES!
90 days UNLIMITED compliance support by email or telephone after your firm is registered.
1 license to Smart RIA Compliance Software on us for 90 days!
Registering your RIA is a tedious process. You can end up spending over 40 HOURS of your time creating and registering your firm and then setting it up with a compliance program that will satisfy the regulators. That’s thousands of dollars of revenue generating time spent and NONE of that time gets you the access to our bonus materials or the UNLIMITED compliance support for 90 days. While you are at home enjoying time with your family, we will handle your transition, registration, and compliance infrastructure build out.
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Requesting a free report or viewing the information available on this website does not create an attorney-client relationship with My RIA Lawyer, Shaver Law Group, LLC or any of its attorneys. To obtain legal advice about your RIA matter, please engage the services of this law ﬁrm or another attorney of your choice. To discuss engaging our ﬁrm to help you with your RIA matter, please contact the ﬁrm by phone or by submitting an email request through this website.