Ep 330: Raising And Lowering Fee Minimums To Manage Growth Pace And Advisor Capacity With Ari Weisbard
Financial Advisor Success
The Evolution of AUM Planning
When we first started, we had a single fee that was for, for all the services. And it was calculated based on looking at their assets and their income and their complexity. For time, we, in order to be more easily comparable to other folks, we, it started looking more like just 1% of the assets that we managed or advised on. The big difference there was if they had a 401k, we were helping,. you know, we still help people screen share for their 401k or 529s that we can't directly manage for one reason or another. We're doing asset location. So we felt really comfortable including that as part of the assets we were looking at.
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