PortfolioMetrix Webinar 

'Adviser Fees'

Date: Wednesday 5th JulyTime: 10:30 am - 12:00 pm

Our distinguished panel will delve into thought-provoking discussion points around:

  • Fee models - Ad valorem / Fixed fee / Hybrid / Hourly / Subscription 
  • Minimums – do you think in terms of assets invested or fee paid?
  • Discounting - at what asset level(s) do you start lowering your fee?
  • Proportionality - is a client with £1m invested 10x as much work as a client with £100k invested?
  • Do you ever charge clients just for initial work and not ongoing?
  • The cost of advice. Where are you seeing the biggest cost increases in your business? And has this been reflected in your fees?
  • Have you ever increased fees for clients? And did you lose any as a result?
  • NextGen clients - how to charge them without putting them off
  • Will Consumer Duty lead to fee model reform?
  • Disclosure - should you publish your fees on your website?


To secure your spot, please register below 

Copy of Copy of PortfolioMetrix Investment Forum London (45)