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Charging clients through the old-fashioned asset-based model doesn’t work so well in today’s changing industry. AUM fees shut out all investors but established high-net-worth delegators. Yet creating additional ways to charge for planning services generates income now and creates a robust pipeline of future opportunities.
You know you bring service and experience to clients that low-cost options cannot provide. But do your clients truly grasp that? This advisor’s quarterly service program, outlined here, keeps clients well aware of how she is working for them year-round.
The rule of thumb is that advisors charge 1% AUM fees, but costs actually vary by the size of the client’s accounts, the nature of the advisor’s services, and the way portfolios are implemented. So what’s really the typical all-in cost for your services?
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