Ep 339: Resetting The Business For Its Next Stage Of Growth After Hitting The 10-Year Capacity Wall With Eric Roberge
Financial Advisor Success
00:00
The Importance of Transparency in Planning
As their assets grow higher, you slightly bump the base planning fee down. You just ratchet it down a bit. So if you have $2 million with us, you're paying $2,000 in planning andyou're paying $16,000 in portfolio management, so $18,000. Because just your fee schedule is 0.8% by the time you had to $2 million. Which again, I think that's, you know, some people are charging 1% on that. It's very clear exactly what your price is going to be. And I just wanted to go over the top with transparency so that there was no questions about it.
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