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.
UBS may not have said, “Be vewy, vewy quiet,” but the message was clear enough. The firm is hunting for growth in the U.S. wealth management market, and an acquisition is apparently one option on the table. According to AdvisorHub, UBS CEO Sergio Ermotti said the firm “cannot rule out” an acquisition as it looks […]
A transition affects your clients, your team, your operations, your technology, your compensation and the future of your business. It requires planning. It requires diligence. It requires hard questions. What it does not require is endless overthinking that turns every possible moving part into a reason to do nothing. That is where too many advisors […]
Seriously. Where did the time go? Wasn’t it just January? Wasn’t this supposed to be the year you finally took control of your career, explored a move to a better-aligned broker-dealer? Then the year started doing what years do. Markets moved. Headlines hit. Clients needed attention. Your team needed support. Your growth plan demanded focus. […]
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.
