Wednesday, September 11, 2019

When Subscription Fees Work

I just read this article in Financial Advisor Magazine online.

When Subscription Fees Work: A different business model for an emerging clientele.

Looks like my firm, First Coast Planning, LLC is on the right track. My subscription model is $100 per month for one income families and $150 per month for two income families. According to this article, I may be priced too low!

You can read my firm's Form ADV 2A and 2B at the bottom of my web site at https://www.firstcoastplanning.com

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