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Personal Finance (Not Investing) • Legitimate reasons for an advisor?

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Although I would not hire an AUM advisor, I can see why most of them still use the AUM business model. Most people are terrible at managing their assets. Bogleheads are not most people.
If an adviser doesn't use an AUM model they'd probably be excluding a huge percentage of potential clients due to the outrageous percentage of assets they'd have to be billing the fixed-fee at for a typical investor.

Question for advisers: regardless of how billing is done, does the average AUM per client (in real terms of course) increase over an adviser's career? I would guess so but I don't know. I'm wondering whether fixed-fee would work better later vs. earlier in a career?

Statistics: Posted by tibbitts — Tue Sep 24, 2024 6:03 pm — Replies 10 — Views 475



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