115 | All Roads Lead to the Biggest Rollover

Everyone is susceptible to the siren call of “more”, and there aren’t many things that call an advisor louder than a big rollover check, the sale of a business, or a substantial inheritance when they’re charging a fee for assets under management.

It’s why financial advice has become so tethered to the highest net worths and the most assets.

It’s easy to say the advice is the same but behind the scenes, the highest net worths are either getting all the attention or they're overpaying.

And the lowest net worths find the attention is waning or the offering is becoming less and less relevant over time.

Once an advisor's fee is tied to assets managed, it’s hard to measure success without tallying up assets gathered, and it’s hard to look at potential clients without seeing different-sized dollar signs floating above their head.

Our fee is a simple, flat fee that is loosely based on complexity and ability to pay, but is never based on a percentage of assets under management.