Also, if you have $ 100K in
total household assets with TDW, you qualify for their $ 9.99 commissions.
Not exact matches
Total household assets rose by 6 per cent over the year to the December quarter 2004 (Table 7), in line
with income but well below the average of previous years.
I'll come up
with some better guidelines next week but the short answer is that for most people, it is not worthwhile to switch to RBC unless you have
total assets of $ 100k (by
household) because the higher trading costs ($ 29 if your
assets are less than $ 100k) will negate the rebate.
With the rise of many wealth management service fees being paid separately, consumers often pay a simple
household fee based on
total Assets Under Management (AUM) for their family unit.
Qualification for these services is based on
total household assets held
with Vanguard.
Fee discounts are calculated based on your
total consolidated
household assets in accounts held directly
with Steadyhand, and are applied to each fund in which you own units.