SEI Study

Advisors´ Fears of Loosing Clients Upon Changes in Fees Are Unwarranted

Date:

Advisors´ Fears of Loosing Clients Upon Changes in Fees Are Unwarranted
Foto: Camilo Rueda López . El miedo de los advisors a perder clientes por cambiar sus estructuras de compensación es infundado

Author: Fórmate a Fondo

  1. Advisors were able to retain 90 percent of all clients upon switching to an AUM model, according to the study
  2. A quarter of investors still do not understand how their advisors are compensated
  3. 61 percent of advisor respondents have not made a change to their fee structure in more than five years