How many clients can be moved along with their AUM

Question

Accepted Answer

The number of clients and AUM that can be moved depends on various factors such as client relationships, regulatory requirements, and operational capacity.

The number of clients that can be moved depends on the strength of the client relationships and their willingness to follow the advisor to a new firm.
Regulatory requirements may limit the number of clients that can be moved, such as restrictions on solicitation or non-compete agreements.
Operational capacity is also a factor, as the advisor's new firm may have limitations on the number of clients they can onboard at once.
Examples of factors that may impact the number of clients that can be moved include the advisor's reputation in the industry, the complexity of the clients' portfolios, and the level of service they require.

How many clients can be moved along with their AUM

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