Financial Advisor Success cover image

Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice With Anh Tran

Financial Advisor Success

CHAPTER

Do Fee Schedules Variate by Complexity?

I'm just wondering, like by definition, every client's got different fee schedules because it varies their complexity. Like how much do you have to adjust this in practice? It's not that that wide. I'd say it's maybe like a 25 basis point difference. So so it just depends on, on size, complexity, where they're at, what their needs are. And so that's kind of how we view each client and really spend time figuring out what it is that we need to provide for them initially and ongoing.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner