Loving Husband | Proud father of 3 boys | Fitness for men over 40 ๐ช | Nutrition advocate ๐ฅฉ | Program Manager | Helping men become who they were meant to be
Thanksgiving 2019 is the closest I've been to death. What started as another gym workout with gas pain quickly turned into my worst nightmare.
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@mitchdmoore Totally fair on the down market point. Makes me think the cleanest fee model would tie directly to benchmark outperformance โ if you beat it, you earn more. If you match it, the client could've indexed for next to nothing. Curious if any advisors actually structure it that way.
@mitchdmoore From a clientโs perspective โ the value isnโt just returns, itโs planning, behavioral coaching, and tax strategy. Those donโt scale with AUM the way your fee does. A $10M client probably isnโt getting 10x the service of a $1M client, so the tiered discount reflects that reality.