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Articles tagged "Summit Wealth"

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Mike Durbin: We will be working very closely with those active clients with less than $15 million to see how we may be able to help them grow their business.

Fidelity's annual $10,000 custody fee will attach to a wider swath of small RIAs

The dinging of the under-$15-million crowd is painful for initiates but a pleasing prospect for competing custodians ready to welcome defectors

September 24, 2013 at 5:02 AM

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