回复:回复:回复:wealth management advisor

来源: 2012-01-06 10:54:31 [旧帖] [给我悄悄话] 本文已被阅读:

when you say targeting 30m, did you mean the fee target or general asset size. let's say if you client has 100 m under managed by you. Depends on what you invest, like fixed income, equity or gold. Bank will charge quarterly management fees.