Aug 17
BrokerHunter Weekly Update 8/17/2021
August 17th, 2021
Is It Time to Disrupt Your Fee Model?
by Angie Herbers
What You Need to Know
- Charging customers by the AUM model hit a speed bump in 2008-2009's bear market.
- What grew in popularity afterward was the use of the retainer fixed-based fee, or subscription, model.
- Today, this model could be the new disruptor, especially as the use of subscription-based services expands.
As advisors have moved more toward financial planning and away from investment management, the way they charge clients for their services has shifted.
Click here to read the full article!
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