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.
Undoubtedly, lots of good things will happen in 2025 and we don’t want to skip over it completely, but 2026 might be where it’s at, especially for advisors who are eyeing a transition. As we close out 2024, here are key reasons why 2026 should already be on your radar: Get on the Glide Path […]
A pervasive myth has haunted financial advisors considering a broker-dealer transition: that assets are difficult to move. This belief fuels hesitation and prolongs decision-making, even when an advisor knows they need a change. However, both anecdotal and empirical evidence overwhelmingly debunks this notion. Take, for instance, a recent post on Reddit by user @playactionpass, who […]
As we close out another year marked by significant transition activity in the financial advisory space, it’s clear that for many, the decision to move isn’t just about dollars and cents—it’s about satisfaction, growth, and building a better future. Still, skepticism lingers among advisors weighing their options. If you’re one of them, let’s take a […]
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Transition packages from top regional and national broker-dealers like LPL, Ameriprise, Wells Fargo, RBC, Cetera, Dynasty, UBS, and more.
