How is your book structured?

or Register to post new content in the forum

 

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 20, 2011 9:06 pm

I'm interested in how everyone structures their A, B, and C clients? Do you put all of your clients into a wrap account(s) or do you do transactional with some and fee-based with other or mix?

For example, with clients under $150,000 you do all C shares in a transactional account. With $250,000+ clients you do all fee based in a UMA or SMA?

Just curious how you maximize your value.