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Scott MacKillop applies shock-and-awe pricing to SMA market to good effect after merely lower fees left RIAs flat

Using a robo out of a yoga studio, First Ascent is using a flat, capped fee to fulfill a founder's vision

Author Lisa Shidler March 14, 2017 at 10:47 PM
Admin:
no description available
Scott MacKillop: You can see it's going to work now. There's no way I'm going to let this thing fall apart.

Stephen Winks

Stephen Winks

March 15, 2017 — 8:17 PM
Once you isolate cost, the opportunity to ascribe value added becomes more clear. Ultimately it is a question of determining what you are paying for. Skill becomes more quantifiable and hyperbole much less so. SCW
Bukhara CFA CAIA

Bukhara CFA CAIA

March 16, 2017 — 1:22 PM
Why does the age of his staff matter?

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Mentioned in this article:

Tiburon Strategic Advisors
Consulting Firm
Top Executive: Charles Roame

TD Ameritrade
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Top Executive: Tom Nally



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