Client Price and Discount Comparison
The last comparison was for 2018
We can immediately compare your accounts to the 2018 survey, and keep you in the 2020 comparison.
Does your discount profile for relationships $2-5MM look like this?
And how do your prices and discounting compare to the industry?
Find out, with the 2020 Quantifacts client discount and benchmark comparison.
Example Data – For Illustration Only
For 2020, we are surveying prices and discounts in the wealth management industry.
- 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?
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