How to Value a Wealth Management Firm - Mercer Capital

Management Firm Mercer Capital March 2019 www.mercercapital.com Contents Introduction1 The Anatomy of a Wealth Management Firm 4 When You Need a Valuation 7 Who Should Value Your ... managers, and a lot of reasons to believe that 1% of AUM will be a sticky fee-for-service level for years to come. The ability to keep this up will likely depend ... ................
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