Alexandra Levy
Founder and managing partner of Element Financial Group, a hybrid RIA known for combining investment management and fee-based financial planning and overseeing substantial assets while building a planning-forward advisory practice.
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Mar 24, 2020 • 1h 37min
Ep 169: Combating Advisory Fee Compression By Unbundling Investment Management And Financial Planning Fees with Alexandra Levi
Alexandra Levi, founder and managing partner of Element Financial Group who built a planning-forward hybrid RIA, explains unbundling planning and investment fees. She discusses setting renewable planning retainers, using tech to scale planning, running virtual quarterly check-ins, and how she found a business partner and platform fit. Practical moves to protect revenue and grow a planning-first firm.
