Fee Based

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Sep 18, 2013 10:13 am

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 22, 2013 11:18 pm

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 1:31 pm

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