Fees: Defining Value for Investors

Trust in a client relationship is challenged when the client does not understand the value of your fees. Spectrem Group examines the perception investors have regarding the fees they pay and the services expected for that fee.

Understand the Following: 

  • Impact of Fees on Advisor Selection
  • Desire for Increased Transparency Regarding Fees
  • Expected Rates of Return for Different Fee Types and Levels
  • Perception of Fees Within Different Account Types
  • Fee Perception Comparison Across Different Industries
  • Investor Perception of Reg BI


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