Tiered Pricing That Works: AUM Bands, Flat Fees, and Service Levels
Excerpt: Optimizing tiered pricing with AUM bands, flat fees, and service levels. Meta Description: Explore effective tiered pricing strategies using AUM bands, flat fees, and service differentiation to enhance client value and business growth from 2025-2030.
Performance Fee Caps: When a Cap Helps and When It Hurts
**Excerpt:** Performance Fee Caps: Benefits and Drawbacks Explored **Meta Description:** Explore when performance fee caps enhance investor value and when they may hinder fund growth, offering a balanced view of their impact in 2025-2030.
Combining AUM and Performance Fees: Common Structures and Pitfalls
**Excerpt:** Common structures and pitfalls in combining AUM and performance fees. **Meta Description:** Explore key structures and common pitfalls of combining AUM and performance fees in investment management for optimal alignment and transparency.
Why Some Clients Prefer AUM Fees Over Performance Fees (and Vice Versa)
Excerpt: Understanding client preferences for AUM versus performance fees. Meta Description: Explore why some clients favor AUM fees for stability, while others prefer performance fees for alignment with investment success and risk.
Retainer Pricing for Wealth Planning: When It Beats AUM Fees
Excerpt: Retainer Pricing Outperforms AUM Fees in Wealth Planning Meta Description: Explore when retainer pricing surpasses AUM fees in wealth planning, offering clients predictable costs and advisors stable revenue streams.
Product Governance for RIAs: Approving, Monitoring, and Updating Fee Models
**Excerpt:** Effective product governance in RIAs ensures fee models are approved, monitored, and updated for compliance and client alignment. **Meta Description:** Explore how RIAs can implement robust product governance to approve, monitor, and update fee models, enhancing transparency and regulatory compliance.
Red Flags in Client Agreements: Performance Fee Clauses to Review
**Excerpt:** Key performance fee clauses to watch for in client agreements. **Meta Description:** Explore critical red flags in performance fee clauses within client agreements to safeguard your interests and avoid potential disputes in 2025-2030.
A Plain-English Guide to Fee Definitions: Net, Gross, and After-Cost Returns
Excerpt: Understanding net, gross, and after-cost returns explained clearly. Meta Description: A straightforward guide to fee definitions—net, gross, and after-cost returns—helping investors make informed decisions with clarity and confidence.
Building a Fee Calculator: Inputs, Assumptions, and Client-Friendly Outputs
**Excerpt:** Designing fee calculators: key inputs, assumptions, client clarity. **Meta Description:** Explore how to build fee calculators with precise inputs, clear assumptions, and client-friendly outputs to enhance transparency and trust.
Operational Due Diligence Checklist: Performance Fee Billing and Controls
**Excerpt:** Operational due diligence checklist for performance fee billing controls. **Meta Description:** Explore key steps in operational due diligence to ensure accuracy and compliance in performance fee billing and internal control frameworks.
What to Document: Performance Fee Calculations, Exceptions, and Adjustments
**Excerpt:** Documenting performance fee calculations, exceptions, and adjustments is essential for transparency and accuracy in fund management. **Meta Description:** Explore best practices for documenting performance fee calculations, exceptions, and adjustments to ensure compliance and clarity in fund operations.
Common Questions Custodians Ask About Performance Fee Billing
**Excerpt:** Key custodian inquiries on navigating performance fee billing. **Meta Description:** Explore common custodian questions about performance fee billing, addressing calculation methods, timing, and compliance to enhance operational clarity.