Re: Fee-based Finantial Planning# Working - 上班一族
d*z
1 楼
i talked with a merill lynch financial advisor yesterday. they have
a kind of account called WRAP, which is a all-in-one package that
offers stock, bond and cash management. The nice thing is that its
fee is based on your asset. No per-trade commission. It also
include something called financial foundation report, which includes
asking you lots of question and figuring out a financial plan for you.
the fee for this account is the following:
for the first million, it is about 1.5% of your ass
a kind of account called WRAP, which is a all-in-one package that
offers stock, bond and cash management. The nice thing is that its
fee is based on your asset. No per-trade commission. It also
include something called financial foundation report, which includes
asking you lots of question and figuring out a financial plan for you.
the fee for this account is the following:
for the first million, it is about 1.5% of your ass