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Ep 334: Finding Clarity On Fees And Clients By Allowing The Business To Evolve Over Time With Meg Bartelt

Financial Advisor Success

CHAPTER

How to Set a Minimum Asset Management Fee

I guess I'm just curious like what, when you start in a monthly subscription only, like why, why in the AUM direction set of like just ratching up the fee. So that's why you eventually consolidated into just saying one asset management fee with a minimum. Like, look, I'm offering you one comprehensive service. I'm going to charge you one fee. And then I'll loop back to the, I know this isn't the perfect fee model, but it's good enough.

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