Ep 330: Raising And Lowering Fee Minimums To Manage Growth Pace And Advisor Capacity With Ari Weisbard
Financial Advisor Success
00:00
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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