"What's your minimum AUM, and what's the pricing model that makes below that unprofitable? I want to understand the economics so I can see whether we fit."
"We have tiered pricing that accounts for AUM minimums — smaller accounts are priced at a level that keeps them profitable for both of us. What if we looked at whether our platform pricing fits within your economics?"
"AUM minimums are a valid business constraint — and they're different for every practice. The question is whether there's a pricing structure that makes sense for the clients you want to serve."
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