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January/February 2017

Aggregating a Client's Assets

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Fred Reish and Joan Neri co-authored an article for PLANADVISER magazine discussing householding client accounts. Specifically, the article discusses whether retirement and non-retirement accounts can be aggregated to provide a reduced fee.

Read "Aggregating a Client's Assets."

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Meet the Authors

Faegre Baker Daniels
Fred Reish

Partner

+1 310 203 4047
Los Angeles
Faegre Baker Daniels
Joan M. Neri

Counsel

+1 973 549 7393
Florham Park
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