Customizable Fee Schedule?? LPL others

6 replies [Last post]
Dark Knight's picture
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Joined: 2008-01-30

One of my minor miffs here at RayJames is that I don't have the ability to create a custome fee schedule set for an account. 
 
Ie.  one of our advisory accouns Max fees is 1.75 first 200, 1.5 next 300 and 1.00 over 500.  The only way I can change those numbers is to set an OVERALL lower max rate that is applied to all assets.  i.e. 1.00 or to do a % discount i.e 25% for all assets at all levels. 
 
I CANNOT say I want to charge 1.50 first 200 1.25 next 300 and 1.00 next 500 and .75 over 1 mill. 
They say it is a system limitation. 
Do you guys at LPL and other firms have a similar problem?

Roadhard's picture
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Joined: 2007-02-23

No--we can customize at LPL

snaggletooth's picture
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Joined: 2007-07-13

I'm at another indy form, we can customize it.

babbling looney's picture
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Joined: 2004-12-02

_popupControl();
Nope. No problem here.  I can customize as long as I stay within the minumum/maximum parameters.

Dark Knight's picture
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Joined: 2008-01-30

Damn.  I wonder when RJ will get on this.

saul4paul's picture
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Joined: 2008-05-27

babbling looney wrote: _popupControl(); Nope. No problem here.  I can customize as long as I stay within the minumum/maximum parameters.
 
That popupControl kills me, I laugh and laugh and laugh, somehow it suits you, I laugh and laugh and laugh.

babbling looney's picture
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Joined: 2004-12-02

saul4paul wrote:babbling looney wrote: _popupControl(); Nope. No problem here.  I can customize as long as I stay within the minumum/maximum parameters.
 
That popupControl kills me, I laugh and laugh and laugh, somehow it suits you, I laugh and laugh and laugh.
 
I know.  It's funny and I can't figure out why it does it only on this forum and appears randomly.  Must have something to do with my anti-virus anti-spam software

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