Fee Based

Sep 18, 2013 2:13 pm

I’ve recently decided to transition to a fee based model… does anyone have an opinion regarding how long after the sale of an A share is appropriate before charging a fee on the account?

Sep 23, 2013 3:18 am

i just transitioned from edward jones to an ria. i primarily ran advisory business at edj and am only running advisory business now. at both places, its generally two years before full revenue can be charged

Oct 18, 2013 5:31 pm

Are you changing investments or just charging a fee on top of what you already got a commission for?