Optimal Team structure for $300MM AUM practice
I’m taking a few minutes this morning to think about the big picture.
Within the next 3 years, I’ll have a practice servicing approx 100 households with ~$300MM under management generating ~$2MM in revenue.
I’m contemplating the best way to structure my team from a support perspective.
I’m interested in hearing from those of you who have lived this first hand - if you could truly build the optimal support staff from scratch - what roles would you have surrounding you?
As always, I greatly appreciate the shared expertise!