11min chapter

Financial Advisor Success cover image

Ep 234: Charging Advice Fees To Help Clients Change Their Money Script with Yohance Harrison

Financial Advisor Success

CHAPTER

Business Model and Services

This chapter focuses on the business model of the company, discussing their services such as asset management and custom portfolios. They also talk about the trend of decreasing fees in the industry and their maximum AUM fee of 1%. Additionally, they mention the use of a subscription model for robo portfolios and share a client's experience comparing robo and actively managed portfolios.

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