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Ep 330: Raising And Lowering Fee Minimums To Manage Growth Pace And Advisor Capacity With Ari Weisbard

Financial Advisor Success

CHAPTER

How the Fee Minimum Changed After the Pandemic

As firms grow and add more staff, minimums tend to drift higher over time. Part of that is the overhead may get a little bit more expensive. We're kind of literally mathematically getting paid more dollars for our time with more up market clients. So minimums usually once they appear and start rising, I find they almost never go the other direction for firms.

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