Complimentary White Paper
Advisory Fees in 2025: Are You Aligned With Your Clients?
Your clients may care more about fees than you might think. Learn what investors expect from advisors in 2025 and how you can deliver without sacrificing revenue

Our complimentary guide, Advisory Fees in 2025, gives you the data, insights, and strategies you need to evaluate whether your fees align with both your business goals and your clients’ needs. Packed with current benchmarks, industry research, and practical steps, this guide will help you strengthen trust, protect profitability, and prepare for what’s next.

Here’s what you’ll learn:

  • The latest advisor fee structures (AUM, flat-fee, retainers, subscriptions) and which are gaining traction in 2025

  • How much advisors are charging today, and what clients in different generations expect

  • Why transparency is becoming a client dealbreaker (especially with Gen Z and Millennials)

  • How technology, regulations, and shifting demographics could impact your revenue model

  • A framework to assess whether your current fee structure still makes sense

Complete the form now to get your free copy of Advisory Fees in 2025 and make sure your pricing strategy builds client trust, not doubt.

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