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Ep 276: Integrating Tax And Legal Services Under One Roof To Truly Scale A 'One-Stop Shop' with John Hagensen 

Financial Advisor Success

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What's the Fee Structure for the Tax Services?

You originally you had a base a, u m f. You rolled out tax, you started charging them separately for the tax service and just said, this is going to be bundled in all in one for for the tax services. So can you talk just about what the what the a u m f structure is, or even like, what what was it? And what did you go to as you tried to figure out how to recnfigure your fee structure for the new service? Sure, yes, sowe, we are one and a half % on the first million, where one %, its graduated were one % from a million to two and then 50 basis points above two million.

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