Ep 318: From So Many Clients To So Few: Transitioning From Retail Brokerage To The Multi-Family Office With Ali Swart
Financial Advisor Success
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Is There a Minimum Fee for Retainers?
There's no minimum fee necessarily, but I would say there is a minimum level of complexity. We understand that we are not going to be everything to every client. There are times where somebody like Fidelity Investments or a Vanguard can fully do what a client needs to do. But other times you're going to need an ultra high net worth firm that operates in that space and has a lot of experience dealing with some of the complexitiesthat come with multi-generational families.
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