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.
Morgan Stanley and UBS have given advisors a look at their 2027 compensation plans, leaving time to understand how the changes may affect their practices before strategic planning for the new year begins. Let’s take a look at what is known right now and what it might mean for you. Morgan Stanley Adjusts Thresholds as […]
“It takes a lot of work to make something simple.” — Steve Wozniak Earlier this year, a client told us something that stayed with us: The transition felt simple. In many professions, “simple” can sound like shorthand for quick or lightweight. But when a financial advisor is transitioning to a new broker-dealer, it means something […]
I was driving with my tween daughter the other night, talking about Dolly Parton, when she said, “Isn’t it amazing that no one hated her?” What a mature (and accurate) observation. Of course, no one reaches Dolly’s level of fame without attracting critics. What my daughter recognized was that Dolly had become almost universally loved […]
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.
