Skip to Content


Ann Schleck & Co. Releases Updated Fee Almanac

November 01, 2013

Return | Read More News

Ann Schleck & Co., a division of fi360, just released the updated version of their Fee Benchmarker™ Adviser Fee Almanac. The reference guide includes updated advisor fee and service data from retirement advisors across the industry.

The book helps advisors recognize how their fees and services compare to industry averages and enables them to stay competitive with their peers and provide excellent value and service to their clients. The book is available through the fiduciary store.

The importance of benchmarking will be part of the discussion at our upcoming webinar, “Benchmarking and Demonstrating Value in the Age of Reasonableness,” from 4-5 p.m. ET on Wednesday, December 11, 2013. Matt Burt, Research Analyst for Ann Schleck & Co. will be presenting, as well as fi360 President Rich Lynch. A recording of the event will also be made available on our website and in the Designee Portal.

Ann Schleck & Co. became a part of fi360 in late September of this year. Their capabilities include research, training, and a creative agency.

To find out more about the book, including the AIF & AIFA Designee discount, contact our Client Relations Team at or via phone at (866) 390-5080, option 1.

Back to top