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 the 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?

There is no charge to participate and all U.S. and Canadian wealth managers are eligible. Complete anonymity and confidentiality are guaranteed.  For more information about participating in the free survey, please contact:

Jack Nichols, President
401-421-8300
info@quantifacts.com