private function createRiaCompanyInformation(ObjectManager $manager, User $riaUser)
{
$riaCompanyInfo = new RiaCompanyInformation();
$riaCompanyInfo->setRia($riaUser);
$riaCompanyInfo->setAccountManaged(1);
$riaCompanyInfo->setAddress('Ekvator');
$riaCompanyInfo->setCity('Nsk');
$riaCompanyInfo->setAdvCopy('none.pdf');
$riaCompanyInfo->setClientsTaxBracket(0.12);
$riaCompanyInfo->setContactEmail('contact_' . $riaUser->getEmail());
$riaCompanyInfo->setIsAllowRetirementPlan(true);
$riaCompanyInfo->setIsSearchableDb(true);
$riaCompanyInfo->setIsShowClientExpectedAssetClass(true);
$riaCompanyInfo->setMinAssetSize(10000);
$riaCompanyInfo->setMinimumBillingFee(10);
$riaCompanyInfo->setName('Wealthbot');
$riaCompanyInfo->setOffice('408');
$riaCompanyInfo->setState($this->getReference('state-Nevada'));
$riaCompanyInfo->setPhoneNumber('3333333333');
$riaCompanyInfo->setPortfolioModel(NULL);
$riaCompanyInfo->setPrimaryFirstName('RiaFirst');
$riaCompanyInfo->setPrimaryLastName('RiaLast');
$riaCompanyInfo->setRebalancedFrequency(1);
$riaCompanyInfo->setRebalancedMethod(1);
$riaCompanyInfo->setRiskAdjustment(1);
$riaCompanyInfo->setUseMunicipalBond(true);
$riaCompanyInfo->setWebsite('leningrad.com');
$riaCompanyInfo->setZipcode('12334');
$riaCompanyInfo->setAllowNonElectronicallySigning(true);
$riaCompanyInfo->setPortfolioModel($this->createRiaPortfolioModel($manager, $riaUser));
$riaCompanyInfo->setPortfolioProcessing(RiaCompanyInformation::PORTFOLIO_PROCESSING_COLLABORATIVE);
$riaCompanyInfo->setTaxLossHarvestingMinimumPercent(10);
/** @var Custodian $custodian */
$custodian = $this->getReference('custodian-td-ameritrade');
$riaCompanyInfo->setCustodian($custodian);
$manager->persist($riaCompanyInfo);
return $riaCompanyInfo;
}
private function createRiaCompanyInformation(User $riaUser)
{
$riaCompanyInfo = new RiaCompanyInformation();
$riaCompanyInfo->setRia($riaUser);
$riaCompanyInfo->setState($this->getReference('state-New York'));
$riaCompanyInfo->setName('Mortal Kombat Advisors');
$riaCompanyInfo->setPrimaryFirstName('Lord');
$riaCompanyInfo->setPrimaryLastName('Raiden');
$riaCompanyInfo->setWebsite('http://www.wealthbot.io');
$riaCompanyInfo->setAddress('1 Commercial St');
$riaCompanyInfo->setOffice('Suite 555');
$riaCompanyInfo->setCity('New York');
$riaCompanyInfo->setZipcode('12334');
$riaCompanyInfo->setPhoneNumber('5558588888');
$riaCompanyInfo->setContactEmail('*****@*****.**');
$riaCompanyInfo->setAccountManaged(3);
$riaCompanyInfo->setIsAllowRetirementPlan(true);
$riaCompanyInfo->setMinimumBillingFee(500);
$riaCompanyInfo->setIsShowClientExpectedAssetClass(true);
$riaCompanyInfo->setClientsTaxBracket(0.1);
$riaCompanyInfo->setUseMunicipalBond(true);
$riaCompanyInfo->setRebalancedMethod(1);
$riaCompanyInfo->setRebalancedFrequency(4);
$riaCompanyInfo->setIsSearchableDb(true);
$riaCompanyInfo->setMinAssetSize(50000);
$riaCompanyInfo->setActivated(true);
$riaCompanyInfo->setTransactionAmount(200);
$riaCompanyInfo->setIsTransactionFees(true);
$riaCompanyInfo->setIsTransactionMinimums(true);
$riaCompanyInfo->setIsTransactionRedemptionFees(true);
$riaCompanyInfo->setIsTaxLossHarvesting(true);
$riaCompanyInfo->setTaxLossHarvesting(50000);
$riaCompanyInfo->setTaxLossHarvestingPercent(0.1);
$riaCompanyInfo->setTaxLossHarvestingMinimum(100);
$riaCompanyInfo->setTaxLossHarvestingMinimumPercent(0.1);
$riaCompanyInfo->setIsUseQualifiedModels(false);
$riaCompanyInfo->setPortfolioProcessing(RiaCompanyInformation::PORTFOLIO_PROCESSING_COLLABORATIVE);
$riaCompanyInfo->setAllowNonElectronicallySigning(true);
$riaCompanyInfo->setStopTlhValue(4.2);
/** @var Custodian $custodian */
$custodian = $this->getReference('custodian-td-ameritrade');
$riaCompanyInfo->setCustodian($custodian);
return $riaCompanyInfo;
}
