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Sep 26, 2009 2:10 pm
How many RIA's are using Individual Bonds, corporate or munis? How do you charge for large bond positions? Let’s say you have a client that has 2 million. 60% FI, 40Equities. The fixed income position is all corp and munis.
yup. whatever custodian you go through, the client gets the best price, and you take your fee from AUM. different vs wirehouse.