Setting Proper Client Minimums: AUM Account Vs Retainer Fee Minimums For Advisors

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Kitces

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Office Hours

minimums

fees

financial advisor

financial planner

retainer

aum

Автор: Michael Kitces

Загружено: 21 сент. 2017 г.

Просмотров: 4 289 просмотров

Описание:

An "#OfficeHours with Michael Kitces" Periscope, looking at how to set proper minimums for your firm. For further details, see https://www.kitces.com/blog/advisory-...

Setting Proper Client Minimums: AUM Account Vs Retainer Fee Minimums For Advisors

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