Compensation and Fees
What leading financial advisors, experts and firms are saying about compensation and fees for registered representatives (both independent and employee) and registered investment advisors.
Meridian Wealth Management
By Staff WriterScott Dauenhauer Meridian Wealth Management 8001 Irvine Center Drive, Suite 400 Irvine, California 92656 Voice: 949-754-3151 Fax: 253-550-3114 www.meridianwealth.com [email protected] Year practice began: 2001 Number of advisors in office: 1 advisor,...
November 01, 2002
Blue Marble Investments, LLCArturo Tabuenca Blue Marble Investments, LLC 36 West Colorado Blvd. Pasadena, California 91105 866-262-7253 www.bluemarbleinvestments.com [email protected] Year practice began: 2000 Number of advisors in office: 1 advisor, 1 assistant, plus 3 off-site contract...
October 29, 2002
Lipper Study Examines Mutual Fund Management FeesManagement fees compensate fund managers and are deducted from fund returns before those returns are reported to investors. These fees can range from .02% ...
October 09, 2002
Pittsburgh Compensation Firms MergeNU Online News Service, Oct. 9, 1:55 p.m. -- The Todd Organization of Pittsburgh Inc., Pittsburgh, a compensation and benefits consulting firm, has merged ...
September 01, 2002
Native SonYes, he does have brightly painted totem poles as part of his office decor. But you may as well toss out all your other expectations...
August 21, 2002
Watson Wyatt Acquires Mexican Consulting OperationNU Online News Service, Aug. 21, 12:18 p.m. -- Watson Wyatt Mexico S.A. de C.V., a unit of Watson Wyatt & Company, Washington, has ...
August 01, 2002
Acquiring Minds Want to KnowThere has been lots of chatter among advisors about succession planning, mergers, and acquisitions over the past few years, but scant activity. Nowadays, though, the...
July 29, 2002
ClarkBardes Expands In BerkeleyNU Online News Service, July 29, 12:21 p.m. -- Clark/Bardes Inc., New York, says its Human Capital Practice unit has picked Barbara Estes to ...