Ep 330: Raising And Lowering Fee Minimums To Manage Growth Pace And Advisor Capacity With Ari Weisbard
Financial Advisor Success
The Driving Force Behind the Split Approach to Planning Fees
We want to still make sure that we feel the client is going to get a lot more value than their fee. So, you know, the media, our minimum had gotten as high as $15,000. And so what that meant was if someone had a couple hundred thousand in AUM, they were paying a fairly large planning fee. We weren't actually trying to do that as a way of raising fees. We were trying to clarifying ahead of time, what would the fee would be and making it a little bit easier to communicate around it.
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