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CFP's, FA's, RIA's, and Stock Jockeys: What is Your Average Client's Rollover?
Posted on 5/18/15 at 2:59 pm
Posted on 5/18/15 at 2:59 pm
Anybody crunched the numbers on your average client's rollover amount?
1
Posted on 5/18/15 at 3:05 pm to iknowmorethanyou
Approximately $495,324.52
Posted on 5/18/15 at 3:07 pm to TDsngumbo
Surprised you're still breathing after the hand bra incident on the OT. Well done.
Posted on 5/18/15 at 4:08 pm to iknowmorethanyou
about 375,000 but we are a fee only RIA so that might be a little higher than average.
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