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Fee Benchmarker

       

 

Benchmarking your advisory fees and services means that you can clearly understand the competitiveness of your offer. And, by using an independent source you can feel confident about the value you provide to your clients.

Why use the Fee Benchmarker®:

The Fee Benchmarker® is an online tool that compares advisor / consultant fees (both commission and fee-for-service) to a database of industry norms for a selected plan size. It's easy to use, and is available on a one-time-use basis or through an annual subscription. In a few simple steps, you receive a comprehensive report comparing your fees to similar retirement practices. The Fee Benchmarker report provides:

  • Client-ready report branded from Ann Schleck & Co. and Fi360; a completely independent third-party
  • Quartile rankings of your fees to the comparative database
  • Advisor / consultant fee ranges by region, business model and advisor AUA
  • Scope of service comparison including fiduciary services
  • Itemization of retainer and project-based fees

If you are an advisor and want to purchase the Fee Benchmarker or to obtain more information, please call (866) 390-5080 or email sales@fi360.com.

If you are a DCIO or broker-dealer, please contact enterprise.sales@fi360.com for more information.

To download a free sample of the Fee Benchmarker, please fill out and submit the form below.

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