Packer16 Posted August 29, 2010 Share Posted August 29, 2010 Y'all, Some of you stated you had set up funds with this type of arrangement. How did you do this (account set-ups etc. and what type of compensation do you charge? I may be in a similar spot shortly. Thx. Packer Link to comment Share on other sites More sharing options...
CONeal Posted August 30, 2010 Share Posted August 30, 2010 I'm intersted in how people set these accounts up also and what kind of fee being charged. For me personally the AUM is so low that I do not charge a fee or anything. This is mainly so they can get a real feel of what I'm like regarding investments and if our temperment is a match with each other. Everything stays in individual names and I just have access to the accounts through a power of attorney. The accounts are small enough that if I completely blow it, the loss doesn't cause any real damage to their overall net worth or standard of living. Link to comment Share on other sites More sharing options...
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