Valuable Inside Information on Wealth Advisory firm fees


Per Insiders Information Veres, “The DOL fiduciary rule has raised a question that nobody seems prepared to answer: what are reasonable fees for managing a client’s investment assets? Are there any industry statistics which compare different fee levels for different size portfolios, and help us arrive at a working definition of “reasonable?”

It has been widely reported that the financial planning profession is moving away from a pure AUM revenue model”

Insiders Information has produced a very valuable report below. The goal is for the reader to draw his/her own conclusions.

Click on the blue box for the survey results!


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