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Fees at a Crossroads

January 14, 2016

Adopt an advisory fee model that reflects your true value

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.

Learn:

  • 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.

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

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

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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.