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Portfolio > Asset Managers

Table 3: Client Profitability

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Average Fee-OnlyFinancial Advisor Fee-Only Advisors with$500 million+ in assets Your Practice

  • Assets/Client $500,000$981,000
  • Revenues/Client $3,697$6,667
  • Pretax Profits/Client $1,567$2,143

Source: Tiburon Strategic Advisors Fee-Only Financial Advisors Best Practices Benchmarking Tool