Is it time to change your fee strategy?

The basis point fee model based on a client’s assets under management has been the standard fee strategy for the vast majority of advisors for many years.
However, recent research indicates that many firms are looking at alternatives in response to changing client needs and to align more closely with the value they offer.
In this white paper, find out more about the different types of models you can explore and the important factors to consider as you contemplate making a change that works for you.