Business Planning

With asset-based fees providing less revenue, advisors are embracing a wider variety of pricing models these days. According to a Schwab presentation from this year's Impact conference called Pricing Practices in Evolving Ultra-Wealth Marketplace, 52 percent of advisors surveyed use an asset-based fee as a pricing model. Another 24 percent of respondents use both asset-based fees and retainers, while

byChristina Mucciolo