Help! Fees!

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rcr5035's picture
Joined: 2013-02-20

Hi all,
I have a quick question about charging asset based fees to clients.  I think providing an example would help in explaining my concern:  an investor has $200k in an IRA/taxable account and $300k in a 403(b).  Can I charge, say 1%, on all $500k and then deduct it from the IRA/taxable account or can I only charge 1% on the $200k and not advise on the 403(b)?  Thanks for your input.

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