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
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.
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.
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.
Spring has come early here in the Pacific Northwest. I walked past neighbors already pruning trees. It looked harsh, branches on the ground and clean cuts on the trunk. But good pruning isn’t damage. It’s maintenance. Done at the right time, it removes what’s weak and directs energy to stronger growth. That image came back […]
Today is parade day here in Seattle, which means the city feels a little louder, a little prouder, and a little more united than usual. Winning does that. Rooting for winners does too. And for anyone who watched the big game, the most interesting part of the Seahawks’ win was not the defensive dominance or […]
For years, football has sold us a familiar storyline. A new coach arrives, the team takes its lumps, the front office “gathers assets,” and if everything breaks right, you’re ready to compete in a few seasons. This year’s big game is challenging the old idea that it takes years to rebuild, recalibrate, and contend, with […]
We are proud to introduce our new mobile app for Apple IOS and Android. Easily access 3xEquity insights, events, and news plus communicate directly and discretely with our team about your transition.
