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.
