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Fee based accounts for income investor

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Feb 15, 2010 5:16 am

Ok moraen. If you have a client that is interested in opening a million dollar account in a commission based program after you explained your fee structure do you turn it down?

Feb 18, 2010 1:15 am

VA with Income Rider!

  Or a Individual Bond Ladder
Feb 18, 2010 1:27 am

[quote=skbroker]Ok moraen. If you have a client that is interested in opening a million dollar account in a commission based program after you explained your fee structure do you turn it down?[/quote]

Ice nailed it.

I direct those accounts to the local Edward Jones office.  That way, when they blow up, they come running back.

Just kidding Jones guys!

Feb 18, 2010 1:53 am

At least I got my 3.5% upfront!

Feb 18, 2010 2:17 am

[quote=B24]At least I got my 3.5% upfront!

[/quote]


Feb 18, 2010 5:46 am

when you suffer as i suffer.

Sep 15, 2010 4:36 am

Spammers....shocker on this website.

Nov 10, 2010 2:32 am

Even if you are a ll fee RIA does that mean you cant be licesned with an insurance company to maybe do a SPIA?

Nov 11, 2010 1:57 am

What would you want an FA to do if this was your fathers portfolio?