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PFP19ER02 - Alternative Fee Structures

Jun 10, 2019 7:00am ‐ Jun 10, 2019 7:50am

Standard: $49.00


In this session, we will build on the session from last year, where we examined an approach to improving the link between fees and value. The approach to pricing innovation depends on the target client segment. Advisers looking to target non-traditional clients (e.g. younger clients, clients who wish to manage their own assets) must innovate on the price metric. Advisers who wish to remain focused on traditional HNW clients have to work harder to define and regulate the value they deliver to clients of different sizes. In this session, we will summarize our latest thinking on these two approaches, including a summary of the key points that advisers must consider when undertaking innovations of this kind. Learning Objectives:

  1. Understand the options open to advisers who want to take an innovative approach to linking fees and value.
  2. Learn the key considerations involved in each alternative pricing strategy.


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Charles Wilson
6/10/19 11:08 am

The Abacus Wealth Partners pricing up model was not in the handout material. Can you email me that document please? Thank you. charlie@wilsonaccounting.net