Pricing Optimization Engine
Benchmark your fees against market rates
Compare your current service fees against industry benchmarks.
Powered by intelligence from 23,428+ SEC-registered RIA firms
The Problem This Solves
You set your fee schedule years ago and haven't touched it since, but you have no idea whether you're charging below what the market will bear or scaring off prospects by sitting above it. Every basis point you leave on the table compounds into AUM revenue you'll never recover, and it quietly suppresses the enterprise value of your book at the worst possible time.
✦ You'll see exactly where each of your service tiers sits against comparable RIAs in your AUM band, so you can defend or adjust your fees with data instead of guesswork.
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