The net result was that he would receive the benefit of my experience, trust and based on my histor

How are you going to invest? How much do you pay? At the end of the day, what are your real results? These are questions smart investors should be asking themselves (but usually not). In this era of more fees, charges Misc, retention periods and back end redemptions, even runners, how are you really doing out?
I need to preface this by saying that, unlike most registered investment miniboden advisers, I have built my practice in the last 15 years dealing with "small" investors. Many of them are novices because my account size minimum miniboden is only $ n / a
He had led this group because I like the educational part of my business. miniboden A happy side benefit has been that service by providing millions of dollars to these so called "small" investors naturally refer me to parents, relatives, friends and business partners, often with much more active than the original client. What happy consequence.
Having the scenario, here's what happened with my new client we will call John. John was 26, newly married to a son of a year old. His wife was taking care of the child and John had a full time job. After selling his home in California and move to Florida had $ 6,000 to start a program of long-term investment.
Then he tried to establish a brokerage account at a major discount broker. With its $ 6000 was told that the quarterly fee would be $ 45, and, of course, if he sold any mutual fund within the first 180 days, there will be a charge for early redemption.
$ 45 per quarter would equal an annual fee of 3% of its initial balance. John called me a little frustrated and said he would be willing to set up an account with me, but how would make sense if you also have to pay my Advisory management?
What does that mean for him? It meant that he opened the account as a new customer. Now no annual fees, apart from my management fees and mutual funds period of 180 days tenure is reduced to 90 days, minimizing, if not eliminate, the likelihood of an early redemption fee.
The net result was that he would receive the benefit of my experience, trust and based on my history of pulling customers out of the market in October n / a and would cost no more and probably less, your discount brokerage account.
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