The 2024 Fee Survey report, which provides a snapshot of the professional evolution of revenue models and fee structures is now available to our members. The goal of this survey was to identify how advisory firms are collecting compensation from their clients. Fee models are evolving and are predicted to change dramatically at some point in the future.
941 responses were collected; advisors were asked about
up-front planning fees,
percentage of revenues attributable to different fee structures,
percentage of clients