Indvidual Bonds
Sep 26, 2009 2:10 pm
How many RIA's are using Individual Bonds, corporate or munis? How do you charge for large bond positions? Let’s say you have a client that has 2 million. 60% FI, 40Equities. The fixed income position is all corp and munis.
Oct 9, 2009 11:05 pm
all fee’s are based on AUM
Oct 10, 2009 5:56 pm
yup. whatever custodian you go through, the client gets the best price, and you take your fee from AUM. different vs wirehouse.
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