Investment Limit in Advisor Ed

[paulk]

Hi again Mark

so I know there is a 50,000 investment limit per portfolio in the Advisor edition. I have all my client subportfolios organized under a master portfolio (my RIA). Is the 50,000 limit for the total of all the posrtfolios or is it per sub portfolio?

Thanks

[Mark]

Hi paulk,

The 50,000 limit is for the total of all sub-portfolios. Basically, you can only have this many investments open at once, no matter what sub-portfolio they are in. Are you concerned about hitting this limit?

[paulk]

I imagine I should be ok considering I have a relatively small RIA practice. I am sure there are others using the software who are more likely to hit the limit than I am and if they aren't concerned I suppose I shouldn;t be. It only struck me as worth asking because I never want to have to switch software again now that I've decided on using FM.

Thanks for your quick response and fine product.