EDJ Advisory Solutions
Mar 14, 2009 2:58 pm
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 3:00 pm
$25m
Mar 14, 2009 3:04 pm
Yeah same… $25m
Mar 15, 2009 6:38 pm
Minimum at UBS for PACE is $5K.
Mar 16, 2009 10:01 pm
$250k
Mar 17, 2009 2:32 am
[quote=iceco1d]
$0 for retirement accounts. $5,000 for NQ accounts.
[/quote] Ice, are you referring to UBS?Mar 17, 2009 12:23 pm
$150 DCA for NQ, $100 for Q
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