Our industry is at a crossroads, and you may feel like your business is in the crosshairs.

Can you justify an ongoing AUM fee when automated solutions are driving costs down, or should you take a new look at your value proposition?

Maybe it’s time to determine whether a different kind of pricing makes more sense for you and your clients—a model that pays you for the true value you provide: your advice.


  • What pressures you may be feeling in this changing environment
  • Shifting pricing trends
  • A roadmap for choosing the model that’s right for your business and your clients.

For more information, please contact an SEI Practice Consultant at 888-734-2679.

Get your copy of the Fees at a Crossroads toolkit

Infographic: Get the quick story

Check out this at-a-glance review of the report's supporting research.

What do the experts say?

For more information, please contact an SEI Practice Consultant at 888-734-2679.

Smart ideas and thought leadership for advisors

The latest thinking, tools and market commentary from our experts

Advisor Network Knowledge Center

Join the latest conversations

Practically Speaking brings together the latest trends, industry research and advisor best practices

Visit our blog

Legal Note

Information provided by SEI Advisor Network, a strategic business unit of SEI. Services provided by SEI Investments Management Corporation (SIMC), a wholly owned subsidiary of SEI.

SEI and Bob Veres of Inside Information are not affiliated. Opinions expressed by Bob Veres are his own. SEI cannot guarantee the accuracy or completeness of the information presented by independent third parties and assumes no responsibility or liability for any incompleteness or inaccuracy.