Request Your Free White Paper Now:

"Advisory Fees: Is it Time to Assess Your Client Fee Structure?"

The AUM model remains popular, but new approaches are gaining ground. This guide explores emerging trends in advisor fees, from flat fees to subscriptions, helping you assess if your current structure is still right for your business and clients.

Fee structures in the financial advisory world are changing. While the assets under management (AUM) model is still widely practiced, new approaches are gaining acceptance due to market volatility, increased competition, and evolving client expectations—especially from younger generations. To stay ahead, you must re-evaluate your fee structure and determine what's right for your business.

This white paper provides a wealth of data and insights on the trends driving these changes, so you can make an informed decision for your practice. From average AUM percentages to common flat-fee ranges, it summarizes the numbers behind each approach and the trade-offs to watch. You'll come away with clear criteria to benchmark your fees and evaluate potential adjustments.

Download now to learn:

• The pros and cons of various fee structures, including AUM, flat-fee, and subscriptions
• How generational differences are creating new demands for fee transparency
• Why margin compression may be a bigger threat than fee compression
• Actionable steps to assess if your current fee model is right for your practice

Offered Free by: Axos Advisor Services
See All Resources from: Axos Advisor Services