Fee Based

2 replies [Last post]
Baycliff's picture
Joined: 2013-03-19

I've recently decided to transition to a fee based model... does anyone have an opinion regarding how long after the sale of an A share is appropriate before charging a fee on the account?

Inwuwetrust's picture
Joined: 2013-02-03

i just transitioned from edward jones to an ria. i primarily ran advisory business at edj and am only running advisory business now. at both places, its generally two years before full revenue can be charged

Amber_M's picture
Joined: 2011-12-26

Are you changing investments or just charging a fee on top of what you already got a commission for?

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