Ep 330: Raising And Lowering Fee Minimums To Manage Growth Pace And Advisor Capacity With Ari Weisbard
Financial Advisor Success
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How Much Does Ethics Cost?
It's about 30 bits. It varies a little bit based on how customized it is and the clients pay that just like they pay a mutual fund or ETF expense ratio. We're pretty careful that we only put the assets in there where they're getting the value out of it. For other clients, they really love the customization. They're happy to do it in their IRA too, even though they're not getting the tax benefit from it.
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