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.
Let’s be honest with each other. When a firm offers you 550% of trailing 12-month revenue to walk in the door, they’re not telling you how much they want you. They’re telling you how much they need you. UBS is reportedly doing exactly that right now: 550% for advisors generating $7 million or more in […]
Cetera recently announced that its Advanced Time Segmentation solution won the 2026 BISA Technology & Innovation Award. That’s good for their PR department and nice recognition for the people building the technology. But advisors can be forgiven for caring less about the trophy and more about what it reveals. Where is Cetera placing its AI […]
You opened your browser this morning and got the full treatment. Military conflict in the Middle East. Gas prices climbing. And on top of everything, it’s tax season. It’s a lot. And if you are a financial advisor who has been quietly thinking about a transition, mornings like this make it easy to table the […]
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.
