How do you handle paying for ticket charges? Do you pick it up? or make clients pay for them?
The reason why I ask this is b/c of the wire house program I had my clients in. I had my clients in a flat fee wrap program that included the rebalancing and the general buying and selling of mutual funds....without the associated ticket charges. Now either my clients must pick them up or I must pay for them. How would you handle this for clients that TRANSFERRED under the old program? How do you explain this too them?