回複:回複:回複:wealth management advisor

來源: 2012-01-06 10:54:31 [舊帖] [給我悄悄話] 本文已被閱讀:

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.