Ep 337: Becoming An 'Accidental' Entrepreneur When Independence Isn't Chosen But Forced By Circumstance With Danika Waddell
Financial Advisor Success
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The Benefits of a Flat Fee
I guess functionally it, this sort of operates as like an AUM model with a flat fee minimum. But you market it more as like a flat fee for services. And if your portfolio grows above a certain size, then like we have an additional layer of fees for the additional portfolio management services. Mm-hmm. Yes, it starts at 1% and then at a million, it goes to 75 basis points. It's very, very simple. I mean, I don't know, there's, you know, we could probably spend all day talking about fees.
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