EDJ Advisory Solutions
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Mar 14, 2009 2:58 pm
I was told recently by a Regional Manager that the account size for
the Advisory solutions program may be lowered from $100k to $50k or
even possibly $25k. I think this would be a good thing. Just curious,
what is the minimum account size for MAP and/or Wrap account programs
at other firms and independents.
[quote=iceco1d]
$0 for retirement accounts. $5,000 for NQ accounts.
[/quote] Ice, are you referring to UBS?