Webinar
“Fees are Negotiable” may not be the magic it once was
Date: December 17, 2024
Revenue Series Part 3 of 4 (18 minutes)
Fees are in the SEC 2025 exam priorities, specify that firms need to be thoughtful about the “appropriateness and accuracy of fee calculations.”
Join us and expert Nancy Harry from True West Consulting to answer:
- How often should an advisor review the overall metrics of her business?
- How does this mix with the compliance requirements?
- What does this mean for advisors who are charging different rates across their book?
- Is “fees are negotiable” on the ADV still good enough?