At Axial Financial Group in Burlington, Mass., clients are divided into three groups: A, for those with assets under management of $1 million or more; B, $500,000 to $1 million; and C, less than $500,000, with each group receiving a different level of service.
The arrangement works well, says Paul E. Miller, the companys managing principal and portfolio management director. But it was no small job to create and implement it.
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