Should you cut your AUM advisor fee in half with J.D. Bruce and Billy Oliverio
Sep 11, 2016
21:20
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What if you cut your AUM advisor fee in half and made up the difference by charging a retainer fee? That's what multi-billion dollar RIA firm Abacus Wealth Partners is experimenting with.
With the DOL rule and increasing pressure on firms to be more transparent with their pricing, we're starting to see firms experiment with their advisor fee.