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Fees

Select firms to compare

Client AUM Level % of Firms servicing Avg. Advisory fee
$100,000
$250,000
$500,000
$1,000,000
$2,000,000
$5,000,000
$10,000,000
$25,000,000

How Firms Charge Fees

Sources of revenue, by % of total 2015 revenue (Average)
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Firm minimum required asset level for taking on new clients

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Percent of firms enforcing a minimum asset level

Firm minimum client fee

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Percent of firms enforcing a minimum client fee

Firms making changes to the fee schedule in the past two years

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How those changes to fees were applied to clients

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Firms charging additional fees for specific services

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Source: 2016 InvestmentNews Financial Performance Study of Advisory Firms