Bob Veres Inside Information: 2020 Fee Survey
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Bob Veres Inside Information: 2020 Fee Survey

1 year ago · 1.1 MB Download

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This comprehensive survey was designed to test what is occurring in the advisor space as it relates to how firms are charging for their services. A total of 1,037 advisors responded. Review their responses by advisor type, years of experience and size of firm. The dominant revenue model has been and continues to be Assets Under Management. The survey did find that younger advisors and smaller firms were more likely than older and more experienced advisors at larger firms to

Download the Bob Veres’s Inside Information 2020 Fee Survey

File name: inside-information-fee-survey.pdf

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