EDJ Advisory Solutions

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.
Mar 14, 2009 10:58 am

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.









Mar 14, 2009 11:00 am

$25m

Mar 14, 2009 11:04 am

Yeah same... $25m

Mar 15, 2009 2:38 pm

Minimum at UBS for PACE is $5K.

Mar 16, 2009 6:01 pm

$250k

Mar 16, 2009 10:32 pm
iceco1d:

$0 for retirement accounts.  $5,000 for NQ accounts. 

 
Ice, are you referring to UBS?
Mar 17, 2009 8:23 am

$150 DCA for NQ, $100 for Q