Updated Friday, July 25, 2014 as of 7:06 PM ET
Practice - Marketing
How to Fix the AUM Fee Model
Monday, July 1, 2013
Partner Insights

If you're not rethinking how you charge for your planning services, you probably should be. That's the inescapable conclusion I draw from a fee survey I conducted recently with advisors across the country. Not only did responses show a surprisingly wide spectrum of fee structures (both upfront and ongoing), but many of the 150 advisors who responded to my survey volunteered a deep dissatisfaction with their current revenue models.

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