How is your book structured?
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.