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

Would You Switch Firms in This Market?

A recent Reddit post titled “Would you switch firms in this market?“ caught our eye. It’s a great question and likely one that’s on the mind of many advisors—whether they were mid-process on a transition or were considering dipping their toe in the water. With markets experiencing increased volatility, the timing of a move can […]

DOGE Digging: Uncovering The Hidden Cost Of Your BD Relationship

Love it or hate it, DOGE (the Department of Government Efficiency) is a disruptor, and its core mission of slashing unnecessary government spending might just spur some similar investigations by financial advisors everywhere. If DOGE can shake up federal budgeting, what dusty corners of your own financial arrangements could use a fresh look? Let’s be […]

Start Strong: Why Your Practice Needs a Valuation Now

Are you maximizing the potential of your financial advisory practice? A certified practice valuation offers financial advisors unparalleled insights into their firm’s financial health, growth opportunities, and overall worth. Why wait to unlock this critical information? Starting now, at the beginning of the year, positions you for success this year and beyond. Why a Practice […]