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How is your book structured?

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Sep 21, 2011 1:06 am

I'm interested in how everyone structures their A, B, and C clients? Do you put all of your clients into a wrap account(s) or do you do transactional with some and fee-based with other or mix?

For example, with clients under $150,000 you do all C shares in a transactional account. With $250,000+ clients you do all fee based in a UMA or SMA?

Just curious how you maximize your value.