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Ep 330: Raising And Lowering Fee Minimums To Manage Growth Pace And Advisor Capacity With Ari Weisbard

Financial Advisor Success

CHAPTER

The Inverse Version of Fees

For any given household, it tends to be that one fee is the more significant one. If someone has a lot of wealth, then they're often used to paying 1% for investment management. For folks on the other end of the spectrum where they're have pretty complex lives, they probably don't even meet an asset minimum for a typical firm with one or two million as their minimum. They're happy to pay for some help figuring all that stuff out.

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