Brandon Moss walks us through how to integrate investment management into a flat fee billing model in this week's Xtra. In it he'll discuss -
- Net worth, net income, complexity...HOW?
- How to cover your “costs”
- Should I include investment management as part of my flat cost?
- Can I do both flat and AUM?
- What about investment advisement vs management?
As always, for more information, feel free to contact the XYIS support team at (360) 301-7579 or by email at firstname.lastname@example.org.