When You Do the Math
Fees Really are Better.
You earn more and earn it more consistently.
Most every financial advisor has a love-hate relationship with commissions and it’s easy to understand why. Commissions are seductive – but they’re also a dangerous trap planting the seeds of inevitable client mistrust and creating a roller coaster-like income stream. Our fee-based platform offers greater and more stable earning capacity without the downside.
Do the math and prove it to yourself.
How much money did you earn last year? Let’s compare it by multiplying the total money that you manage by 1%. This is your projected fee-based annual income with TFP. It’s time to earn more and earn it more consistently.
Enjoy month-to-month consistency.
Instead of suffering through high-highs and low-lows, fees are consistent month to month, based on assets under administration. As you work to build your book of business, your incomes grows month after month.
Stable income in good times and bad.
It’s the end of the endless hustle to sell something new each week. Better to service client portfolios, and earn client trust and loyalty by acting strategically; doing nothing when it makes sense, and acting when it does.
The chart below shows suggested client fees, but there is a final factor to consider:
Clients prefer fees for good reason.
|Assets under Admin per Family||Fee Charged to Client||Net Fee to You|
|Accounts under $250,000||1.50%||1.25%|
|$250,001 to $1,000,000||1.25%||1.00%|
|$1,000,001 to $5,000,000||1.00%||0.80%|
|$5,000,001 to $10,000,000||0.75%||0.55%|
|$10,000,001 and over||0.50%||0.35%|
|*Fee Charged to Clients is negotiable.|