Does Your Fee Schedule Need an Overhaul?
November 22, 2016 | ThinkAdvisor
You should be able to demonstrate a reasonable relationship between your fees and the services you deliver.
Does Your Fee Schedule Need an Overhaul?
November 22, 2016 | ThinkAdvisor
You should be able to demonstrate a reasonable relationship between your fees and the services you deliver.
The streamlined process will increase operational efficiency, decrease time to account opening, and allows First Ascent to continue providing white-glove service to its advisors and their clients.
Featuring Scott MacKillop, CEO of First Ascent Asset Management, with Robert Huebscher