Independent RIA

Does anyone have any good ideas for client appreciation gifts for certain mile stones that don’t break the bank besides a gift card? i.e. when they have been with me for 1 year

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works at

A Caribbean cruise.

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Regulatory limitations restrict client gifts to $100.00 when not participating in the activity or event. That being said a simple thank you card in appreciation for continued trust goes a long way.

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Sweatshirts or other items from their college, nice bottle of wine, framed photo of something of meaning to them, wine tasting event, bourbon tastings, etc.

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Have seen other groups lower fees. Essentially a loyalty step. More common at like 3 or 5 years though.

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