Does anyone remember?

1 reply [Last post]
new_indy's picture
Joined: 2007-03-28

Does anyone remember when Jones started charging clients to move their accounts.  I seem to remember it was sometime last year, but I can't quite fix the date in my mind.  I know for years they did not charge if a client wanted to leave, but they seem to now.

gad12's picture
Joined: 2006-12-06

If I'm not mistaken it was 01/01/07.  That was when the new acct fees and increase in IRA fees began.

Please or Register to post comments.

Industry Newsletters
Investment Category Sponsor Links
Practice Management Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×