Setting Proper Client Minimums: AUM Account vs. Retainer Fee Minimums

Oct 13, 2017 / By Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC
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Minimums are a touchy subject for some advisors, who would like to be available to serve anyone who needs our help. The realities of running a business make that impossible, though. Others like the idea of minimums, but how do you decide what is appropriate?

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