Customizable Fee Schedule? LPL others

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Jun 13, 2008 12:17 pm

One of my minor miffs here at RayJames is that I don't have the ability to create a custome fee schedule set for an account. 



Ie.  one of our advisory accouns Max fees is 1.75 first 200, 1.5 next 300 and 1.00 over 500.  The only way I can change those numbers is to set an OVERALL lower max rate that is applied to all assets.  i.e. 1.00 or to do a % discount i.e 25% for all assets at all levels. 



I CANNOT say I want to charge 1.50 first 200 1.25 next 300 and 1.00 next 500 and .75 over 1 mill. 


They say it is a system limitation. 


Do you guys at LPL and other firms have a similar problem?

Jun 18, 2008 4:20 pm

No--we can customize at LPL

Jun 18, 2008 4:27 pm

I'm at another indy form, we can customize it.

Jun 18, 2008 5:05 pm

_popupControl();
Nope. No problem here.  I can customize as long as I stay within the minumum/maximum parameters.

Jun 19, 2008 5:07 pm

Damn.  I wonder when RJ will get on this.

Jun 19, 2008 6:33 pm
babbling looney:

_popupControl(); Nope. No problem here.  I can customize as long as I stay within the minumum/maximum parameters.

 
That popupControl kills me, I laugh and laugh and laugh, somehow it suits you, I laugh and laugh and laugh.
Jun 20, 2008 2:49 pm
saul4paul:
babbling looney:

_popupControl(); Nope. No problem here.  I can customize as long as I stay within the minumum/maximum parameters.

 
That popupControl kills me, I laugh and laugh and laugh, somehow it suits you, I laugh and laugh and laugh.
 
I know.  It's funny and I can't figure out why it does it only on this forum and appears randomly.  Must have something to do with my anti-virus anti-spam software