Is your Admin Fee too high?

Ok, maybe a more valid question is “do you even know what you are paying for your Advisor Admin Fee (sometimes called Global Admin Fee)?”

For some advisors stopping and actually taking a hard look at what you are paying might cause shock. If you’ve been with your BD for years it is likely much higher than when you first joined.

3xEquity is widely acknowledged as the authority on advisor moves and recently we’ve been talking with more and more advisors about the fees they are paying and for some it has become the catalyst for them to explore new options.

Believe it or not, Admin Fees can vary significantly from firm to firm, and getting a hold on how much is being siphoned off and where the grass might be greener can present yet another reason for an advisor to move.

Complete the form now to get your own Admin Fee analysis and review with one of our Senior Analysts.

CLIENT SUCCESS STORIES

"They kicked The Tires so All I had to do was go in and take the test drive."

Jason Lambert’s move during the height of the pandemic was a case study in how to make a successful move (even under the best of conditions). Watch our interview with Jason to learn more or click to get started on securing your own offers and finding your best fit.

real connections that open doors and unlock opportunities

We work with Over 200
National & Regional BDs.

We’ve built deep relationships with all the top national and regional BD’s.
The one’s your clients know, the one’s you trust, the one’s that are interested in your success.

SECURE YOUR BEST OFFERS

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Valuation services

You can’t grow what you don’t measure, that’s why getting a valuation is such an important next step for your practice. Whether you are looking towards succession planning, a merger/acquisition, or simply setting a baseline, 3xEquity has the tools to deliver a meaningful and actionable valuation.

TEstimonials

JL Washington

Working with 3xEquity saved me a ton of time. They kicked the tires so all I had to do was show up and take the test drive.

TW Louisiana

In less time than it takes to order a cup of coffee you are on your way to receiving multiple offers from top broker dealers.

MT New York

I'm still considering a transition but I've learned so much from 3xEquity. They are my go-to source for transition expertise.

JW California

I thought the offers might not be that good. I was wrong. One offer was so good I transitioned my company.

Industry Insights From Our AdvisorTrends Team

Is It Too Late To Move In 2024?

As the year draws to a close, financial advisors contemplating a switch to a new broker-dealer are likely asking themselves one pressing question: is there enough time to make a move before the end of 2024? Transitioning to a new broker-dealer can be a complex and time-consuming process, involving everything from due diligence to the […]

Keep Your Head on a Swivel: What NFL Quarterbacks Can Teach Financial Advisors About Navigating Transitions

Prefer to listen to this article as a podcast? Click here. With football season kicking off next week, I couldn’t help but think of one of my favorite phrases: “keep your head on a swivel.” While this advice is crucial for NFL quarterbacks like Patrick Mahomes or Josh Allen, it’s just as relevant for financial […]

With B. Riley Hitting Bumps, What Should Advisors Do?

Prefer to listen to this article as a podcast? Click here. For financial advisors, the choice of broker-dealer (BD) is a cornerstone of their practice. It’s not just about the products or services offered; it’s about the reputation and stability of the BD that underpins the trust you’ve built with your clients. But what happens […]