Today’s wealth management firms understand the vital importance of offering competitive fee structures.  With the number of high net-worth individuals growing both in the United States and Canada, wealth managers are anxious to capture their share of this profitable market.

But with higher costs, a volatile market and a potential credit crisis putting pressure on traditional bank income streams, wealth management firms are looking harder for new ways to increase revenue and improve profitability.

In the last 24 months, the wealth management industry has experienced significant pricing changes. Along with the increased use of new products, such as Separately Managed Accounts that require new fee structures, wealth managers need to know more than ever how to apply these fees and model their impact on revenue.

Are my fees in line with current market prices for this asset class?

How does my fee structure compare to my competitors’ fees for similar services?

Due to the overwhelming industry participation and interest in the 2007 Wealth Management Fee Survey, Quantifacts and CheckFree (now Fiserv) are planning to co-sponsor another survey for 2008. While the details of the 2008 survey have not been finallized, you may sign up for the 2008 Wealth Management Fee Survey now by contacting Quantifacts (details provided below) and we will get back to you once the survey is ready to begin.