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.
Between now and early December, most advisors will block out time to set goals for 2027. Some will plan to grow by adding clients or staff. Others are starting to think about what comes next, whether that means bringing in a successor or eventually selling. Either way, the plan starts in the same place: an […]
Tony Sirianni and the AdvisorHub team do a great job with the Advisors to Watch Summit. We’ve attended past summits, and the content and people we met made the trip more than worthwhile. This year’s agenda is stacked with plenty of reasons to attend, including a presentation on AI in wealth management from Stanford’s Jeffrey […]
A few years back, Nike ran a commercial that asked, “Am I a bad person?” Voiced by Willem Dafoe, it explored the ambition that drives athletes to win. We’ve heard that same question from financial advisors considering a move to another broker-dealer. Often, it comes from someone who has spent much of their career 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.
