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Old 04-05-2017, 11:11 AM   #4
Draft Pick
Join Date: Sep 2015

This letter in nonsense.

As part of the industry's push to CRM2 (client relationship model), fees, performance, etc are all mandated to be on statements.

PLUS - if you really do feel like you need to send that kind of letter to your advisor - you should probably be looking for another one.
Imranm is offline   Reply With Quote