Ok moraen. If you have a client that is interested in opening a million dollar account in a commission based program after you explained your fee structure do you turn it down?

VA with Income Rider!

[quote=skbroker]Ok moraen. If you have a client that is interested in opening a million dollar account in a commission based program after you explained your fee structure do you turn it down?[/quote]

Ice nailed it.

I direct those accounts to the local Edward Jones office.  That way, when they blow up, they come running back.

Just kidding Jones guys!

At least I got my 3.5% upfront!

[quote=B24]At least I got my 3.5% upfront!

when you suffer as i suffer.

Spammers....shocker on this website.

Even if you are a ll fee RIA does that mean you cant be licesned with an insurance company to maybe do a SPIA?

What would you want an FA to do if this was your fathers portfolio?