WebAug 31, 2024 · And Edward Jones says that this annual fee does include internal investment expenses. The management fee (also referred to as the “program fee”) begins at 1.35% for an investment of $250,000. It scales down from there, reaching a rate of 0.50% for assets valued over $10m. First $250,000 — 1.35%. WebI’m currently working for Raymond James Financial with the Managed Accounts department. With the company, I've worked closely with clients' …

LPL to Banish A-Shares, 12b-1 Fees on All Advisory Accounts

Web3005 W Kathleen St , Tampa, FL 33607-2234 is a single-family home listed for rent at /mo. The 1,247 sq. ft. home is a 4 bed, 2.0 bath property. View more property details, sales … Web2 To qualify for Reserved, a client’s household must have and maintain a minimum of $1,000,000 in eligible assets and liabilities or paid at least $10,000 in managed fees/commissions. Annual managed fees/commissions paid is generally defined as revenue generated in fee-based accounts and commissions generated in non-fee based accounts, … kohl\\u0027s on university clive

Edward Jones vs Raymond James Financial: Comparing Financial …

WebFidelity Wealth Services Fee. Only a portion of our total assets are being managed by Fidelity to meet the fee. For our total assets, Fidelity needed enough assets to be assigned to the managed accounts so that the annual fee, paid quarterly, equaled $5,000 per year at the built in rate. So $5,000 / Assets under Management rate = amount of ... WebThe account management fees for Account #1 and Account #2 were $2,500 and $3,500 respectively for the calendar year 2024. As per the client’s instructions, the account … WebRaymond James will likely be charging you around 1.25% in fees with another 0.5-1% in fund expense ratios on top of that. Compare that to Vanguard average expense ratio of 0.11% … redfish consulting