Skip navigation
Menu
Search Forums
The Advisor ForumsClients

Fee Based

or Register to post new content in the forum

3 RepliesJump to last post

 

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Sep 18, 2013 2:13 pm

Baycliff

Joined: 2013-03-19Offline

I’ve recently decided to transition to a fee based model… does anyone have an opinion regarding how long after the sale of an A share is appropriate before charging a fee on the account?

Sep 23, 2013 3:18 am

Inwuwetrust

Joined: 2013-02-03Offline

i just transitioned from edward jones to an ria. i primarily ran advisory business at edj and am only running advisory business now. at both places, its generally two years before full revenue can be charged

Oct 18, 2013 5:31 pm

Amber_M

Joined: 2011-12-26Offline

Are you changing investments or just charging a fee on top of what you already got a commission for?