Fee model mix
The fee model mix shows how 292 firms with SEC Form ADV filings describe their advisory charges in the MultifamilyOffices.com directory. Percentage of assets under management is the most common model, reported by 289 firms. Fixed fees follow at 209 firms. Performance-based fees are reported by 110 firms, while hourly fees are reported by 95. The directory also records 41 firms under other fee types. Commissions and subscription pricing each appear in 2 firms. These categories describe reported fee types and may overlap because one firm can report more than one model. The broader directory contains 1,760 firms, so the chart focuses on the 292 firms matched to SEC filings. Use this view to compare the relative frequency of fee structures across the filing sample. It does not show fee rates, minimums, billing frequency, or client-level pricing. ADV information is captured using each firm’s reported ADV date.
Takeaways
- Percentage of assets under management is reported by 289 firms, the leading fee type in the sample.
- Fixed fees are reported by 209 firms, making them the second most common model.
- Commissions and subscription pricing each appear in 2 firms.