Retainer vs Fee vs Commisions

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.
Nov 23, 2010 12:36 am

Do you think you could get any mileage offering to handle all the assets for an annual  $2,000 or $3,000 "retainer".

In practise, you isolate $200,000 at 1% and charge nil on the rest.

You promise to provide huge fee savings and take it from there.

Is your broker charging fees on all cash, bonds, every penny, We charge a retainer...

Feedback

Nov 23, 2010 12:50 am

Why should you manage 2 million for 2k? Why would someone who has 2 million mind paying more? They probably want better and more personal service.