... 所属州: CA 名字: Dellarocca 姓: K ...
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... 西普里亚蒂 Cipriani 德拉·洛卡 DellaRocca 马赞蒂尼 Mazzantini ...
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That makes posting your minimum less important, Ms. Dellarocca says.
WSJ: Do You Make the Asset Cut?
Kim Dellarocca, director of practice management at Pershing, a service provider to advisers, says the decision of whether to publicize an account minimum can depend on an adviser's business model.
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