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.
One of the most persistent fears holding financial advisors back from making a move is the idea that transitioning firms inevitably means losing assets. The logic feels intuitive. Assets were hard won. Relationships took years to build. Walking away from a platform must mean watching part of that book disappear. But time and again, the […]
For many families, Home Alone is a holiday tradition. You know the beats.You quote the lines.You laugh at the paint cans. And if you think about it for more than thirty seconds, you also start wondering how an entire family managed to forget a child, leave him alone for days, and then frame the whole […]
“It takes a lot of work to make something simple.” — Steve Wozniak Earlier this year, a client told us something that stayed with us. They said the transition felt simple. That word is easy to overlook. In many professions, “simple” can sound like shorthand for quick or lightweight. But in the context of a […]
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.
