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The rule of thumb is that advisors charge 1% AUM fees, but costs actually vary by the size of the client’s accounts, the nature of the advisor’s services, and the way portfolios are implemented. So what’s really the typical all-in cost for your services?
ChartTalk: Fee transparency is the third leg of the stool when it comes to pricing services for the new generation of investors.
ChartTalk: This little chart indicates how advisors are shifting their fee structures.
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Savvy Tax Planning School for Financial Advisors
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July 31, August 7, 14, and 21, 2025