Here is my client service model which is based on assets under management at Raymond James:
Platinum
$5,000,000 and over
Monthly meetings or calls
Gold
$1,000,000 to under $5,000,000
Quarterly meetings or calls
Silver
$500,000 to under $1,000,000
Semi-annual meetings or calls
Bronze
Under $500,000
Annual meeting or call
The numbers and types of scheduled contacts above may vary based on individual client factors, and there may be unscheduled contacts in addition to those.