We just restructured our fees — adding a new platform cost would require a client disclosure update.

"Fee restructuring disclosure requirements are real — and they're usually manageable. What's the specific disclosure trigger — is it a dollar amount, a service change, or something else?"

"What's the disclosure process — how long does it take to update the ADV and communicate changes to clients? I want to understand whether this is a short delay or a structural blocker."

"We can often structure the platform as a practice cost rather than a client-facing fee, which might avoid the disclosure trigger entirely. Let me show you how that works."