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They Chose Fit Over Fee

Writer: Mario Zumbo
Mario Zumbo
Jul 6
1 min read

A new client hired us recently. 


Our fee was higher than another firm they were interviewing.


They chose us anyway. 


Why? It was the right fit.


High income.

Business owner with significant real estate exposure.

Lots of moving pieces.

Tax sensitivity.

Liquidity events ahead.

Investment complexity.

Family responsibilities.


At a certain point, you're not looking for the cheapest option.


You're looking for the right one.

 
 

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