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.
Curious about changing BDs but there’s something on your U4? You’re likely wondering how much it matters. A U4 disclosure can shape which firms are willing to engage, how they evaluate your practice, how fast diligence moves, and sometimes the strength of your transition package. But a disclosure doesn’t automatically mean you can’t make a […]
A lot of advisors will close the laptop a little early this week. Kids are out of school. Clients are traveling. For a day or two, the inbox might actually get a little quieter. That quiet is rare. It’s also useful, because it’s exactly the kind of space where a real question tends to surface: […]
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Some articles get read because they’re clever. Some get read because they say something advisors already know but haven’t said out loud. And some get read because they answer the exact question sitting in the back of an advisor’s mind. This article has consistently been one of 3xEquity’s best-performing pieces because the question is simple, […]
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