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