EDJ Advisory Solutions
I was told recently by a Regional Manager that the account size for
the Advisory solutions program may be lowered from $100k to $50k or
even possibly $25k. I think this would be a good thing. Just curious,
what is the minimum account size for MAP and/or Wrap account programs
at other firms and independents.
$0 for retirement accounts. $5,000 for NQ accounts.
Ice, are you referring to UBS?