In this podcast we interview Jamie Menges of PDS Planning, a multi-advisor flat fee RIA firm with $1.7BB in assets under management. You’ll hear the story of why they converted from AUM to flat fee, how it has bolstered the growth trajectory of the practice, how to convert your firm from AUM and achieve similar […]
The post This $1.7BB RIA firm converted from AUM to flat fee and never looked back! appeared first on Sara Grillo.
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