Your Fee
Assessment Results
Assessment Results
A clear and objective view of how your fee structure aligns against your competition
Overall Fee Assessment
.../100
Last Updated: ...
Key Insight Areas
Fee Defense Effectiveness
.../100
Measures your ability to justify and defend your fee structure against client objections and competitive pressures.
Competitive Fee Intelligence
.../100
Evaluates your knowledge and strategic use of market fee data to position your services competitively.
Value Evidence System
.../100
Assesses how effectively you document and communicate the tangible value you provide to justify your fees.
Profitability Intelligence
.../100
Measures your understanding and optimization of fee structures to maximize both client satisfaction and practice profitability.
Advisor Fee Comparison
Private Banks, Trust Co, and similar substantially discount relative to Wealth Mgmt. and RIA's skewing results. There are outliers in all categories, substantially below/above. These are excluded.
Fee Defense Effectiveness
.../100
Competitive Fee Intelligence
.../100
Value Evidence System
.../100
Profitability Intelligence
.../100
Enhanced Fee Risk Matrix
This matrix plots your position across four key dimensions, with additional insights encoded in the dot's visual properties. Your position reveals strategic opportunities and potential risks in your fee structure.
Dot Color: Fee Defense Effectiveness
0-40: Weak defense
41-70: Developing defense
71-85: Proficient defense
86-100: Elite defense
Dot Size: Competitive Fee Intelligence
Small: Low awareness (0-40)
Medium: Moderate awareness (41-70)
Large: Strong position (71-100)