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.
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.
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.
How to Reduce Billing Disputes: Pre-Approval, Transparency, and Evidence
Excerpt: Reducing billing disputes through pre-approval, transparency, and evidence. Meta Description: Learn how pre-approval, transparent billing, and clear evidence reduce disputes, enhancing client trust and streamlining payment processes in 2025-2030.
Designing Repeatable Onboarding: Standard Terms, Clear Minimums, Fast Approval
**Excerpt:** Streamlining onboarding with standard terms, clear minimums, and fast approvals. **Meta Description:** Explore how standardized terms, defined minimums, and expedited approval processes create repeatable, efficient onboarding for sustained business growth.
From Custom Deals to Scalable Pricing: The RIA Transition Framework
**Excerpt:** RIA Transition Framework: Custom Deals to Scalable Pricing **Meta Description:** Explore the RIA transition framework enabling firms to shift from bespoke deals to scalable pricing models, enhancing growth and operational efficiency.