Billing on Margin accounts
Jun 5, 2018 8:50 pm
I ran into a prospect who said their advisor is billing them on their entire account balance, including margin balance. This did not sound right to me.
Anyone heard of an RIA where they are billing on margin balances?
Source URL:https://www.wealthmanagement.com/forums/legal-and-compliance-issues/billing-on-margin-accounts