Fee structure comparison

Compare a flat fee, a tiered AUM fee and a retainer for the same family.

Fee models in our research include flat fees set after a scope review, tiered schedules by assets, retainers and performance-only arrangements. Concierge, philanthropy, legal and fund work can be billed extra, so ask what each quote includes.

Education only. Results are estimates from your inputs, not advice. Source: Family Office Club research.

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