EDJ Advisory Solutions

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Mar 14, 2009 10:58 am

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.

Mar 14, 2009 11:00 am


Mar 14, 2009 11:04 am

Yeah same… $25m

Mar 15, 2009 2:38 pm

Minimum at UBS for PACE is $5K.

Mar 16, 2009 6:01 pm


Mar 16, 2009 10:32 pm


$0 for retirement accounts.  $5,000 for NQ accounts. 

[/quote]   Ice, are you referring to UBS?
Mar 17, 2009 8:23 am

$150 DCA for NQ, $100 for Q