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

“Am I A Bad Person?” For Switching Broker Dealers?

Prefer to listen to this article as a podcast? Click here. Have you seen Nike’s new ad for the Olympics? It’s titled “Am I A Bad Person?” and it uses that question to tap into the winner’s mentality in a unique and ultimately inspiring way. Actually, inspiring might not go far enough. A few seconds […]

How to Evaluate the Best Broker-Dealer for Your Practice

Choosing the right broker-dealer is a critical decision for financial advisors looking to transition their practice. Here are the key criteria to consider: Reputation and Stability – Research the Broker-Dealer’s History: Look for a firm with a solid reputation and financial stability. Check their track record, client reviews, and industry standing. – Regulatory History: Investigate […]

3xEquity CEO Featured On AdvisorHub Podcast

In the most recent installment of the Tony Sirianni Podcast, AdvisorHub’s CEO Tony Sirianni welcomed Jeff Crosby, the Founder and CEO of 3xEquity. In this engaging episode, they delve into critical topics that every financial advisor should consider to stay ahead in the industry. Should You Change Firms or Stay Put? Jeff and Tony explore […]