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re: Re: Inheritance Question; Edward Jones
Posted on 5/8/13 at 8:54 am to Poodlebrain
Posted on 5/8/13 at 8:54 am to Poodlebrain
quote:
Have you inherited the shares,
Yes, I have all of the paperwork showing that I am the owner of record by the State of Louisiana.
Ok, according to their schedule of fees, the $100 is an "Estate Service Fee", not a fee to set up the account in my name.
The $95 fee is "Transfer out(waived if Edward Jones remains the broker-dealer"
I should not be charged any commissions on the transfer out, correct?
Posted on 5/8/13 at 8:58 am to Lsut81
quote:
Ok, according to their schedule of fees, the $100 is an "Estate Service Fee
Cheapest fee ever. Should be $500 at a minimum for the bullshite we have to do because this state is antiquated. You have no idea how much money that dude did to get the estate and shite in your name. Even more work when it's like 5 heirs.
quote:
Yes, I have all of the paperwork showing that I am the owner of record by the State of Louisiana.
This makes no sense to me. What does the state care?
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