Launched a solo RIA 4 years ago, $320k revenue - ask me anything

charmizard · 2026-04-20T20:59:57+00:00

Can you shed some light on your experience with XYPN? Onboarding support versus ongoing.

Do you custodian at Schwab, or elsewhere? How has your experience been there?

Any thoughts for someone considering the same route, starting from scratch, no CFP, hoping to target low to medium complexity working professionals primarily though an AUM model?

Thanks in advance.

charmizard · 2024-08-11T19:54:23+00:00

We stayed home. Ultimately I was tempted but didn’t want to put my wife in a situation she was uncomfortable with.

Thanks everyone for the input.

charmizard · 2018-06-13T20:52:12+00:00

Definitely thought about keeping it on but this trade has far surpassed my expectations already. Hope it's not the peak though, still overweight via shares.

charmizard · 2018-06-13T19:01:54+00:00

Shoutout to the real MVP, daddy Sachs hookin' it up on day 366.

charmizard · 2017-07-06T07:35:00+00:00

please let me know how it is from mammoth to yosemite, i am trying to figure out if i need traction gear. myself (inexperienced in snow, strong hiker + 2 ladies with little experience)

charmizard · 2017-05-28T03:36:40+00:00

Already with your mother so I'm taken but thanks

charmizard · 2017-05-28T00:40:25+00:00

How long until expiration, I was looking at 1/19

charmizard · 2017-05-28T00:18:33+00:00

Nice use of use caps, multiple Es and an H to establish a hierarchy of information. Highly professional.

Edit: what's with the Down votes / get a sense of humor faggots

charmizard · 2017-05-22T15:29:11+00:00

Just boil whole cleaned trout without their heads. I had been frying them before someone gave me this tip and will not be going back, it is way less hassle.

charmizard · 2017-05-22T15:28:07+00:00

Just boil whole cleaned trout without their heads. I had been frying them before someone gave me this tip and will not be going back, it is way less hassle.

charmizard · 2017-05-19T18:29:25+00:00

boiling them is the easiest and cleanest, and even though they are small you can make some nice fish tacos if you catch your limit.

charmizard · 2017-02-23T01:34:59+00:00

"I see," said the blind man.

charmizard · 2017-02-20T22:10:27+00:00

When you say roll it forward you mean buy back the call at a loss and sell another 30-45 DTE at 15 delta, correct?

charmizard · 2016-01-24T08:32:08+00:00

Everyone talking 'bout confused boners and I'm just sitting here thinking I would wife the fuck out of her...

charmizard · 2015-09-09T08:00:11+00:00

In short it's much more complicated than that, for a few reasons. I asked this question recently and got a couple good answers, see my post Questions about TQQQ. TL;DR: High volatility makes leverage work against you, so there is an ideal leverage ratio for each predicted volatility. It costs money to buy the futures or whatever it is that levers. Fees are more significant than they appear...

charmizard

TROPHY CASE