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technique
Subscription Retainer Model
1 creator use or recommend it
▲ 1 active in the last 90 days
1 use
Last discussed Sep 22, 2026
A financial planning fee structure where clients pay a recurring monthly or annual flat fee for ongoing financial planning services, separate from or instead of AUM-based fees.
Recently discussed in
Ep 508: Leveraging Video The Right Way To Add $1M Of New Revenue In Less Than 12 Months with Nate...
Nate Hoskin · Sep 22, 2026
What creators say
NH
Nate Hoskin
uses
Used for: Serving younger clients with comprehensive financial planning needs rather than portfolio management, generating predictable recurring revenue
Praised: Positive unit economics from day one; aligned with what younger clients actua...
vs: Switched from AUM-based portfolio management fees copied from his first emplo...
"It was subscription retainer. We played around with doing some one-time plans and the model that we landed on was charging upfront for a one-time plan and having a subscription and a retainer — somewhere in the $400 to $600 a month range for that ..."
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