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Morningstar gives advisors a glimpse of fees RIAs are charging clients using PriceMetrix data

Price histories of 20,000 advisors are now at the fingertips of many Advisor Workstation users

Author Lisa Shidler April 2, 2012 at 3:44 PM
no description available
Doug Trott: It'd be premature to share names, but we have dialogues going with three of the custodians.


Frederick Van Den Abbeel

Frederick Van Den Abbeel

April 2, 2012 — 4:13 PM

Interesting perspective and article. PriceMetrix should start with those custody providers that also operate their own internal RIAs which are actively marketing their fee for advice services to the public.



April 2, 2012 — 4:54 PM

This pricing data really only applies to the mass affluent as Alternative Investments are not an option to select as an asset class. This lead me to believe that the data they are showing is skewed as they will be biased more to the smaller account values which tend to have higher fees. They should really post what the median account value is for their data set to see how accurate the pricing assumption is. In the end most RIAs now their pricing pretty well as there is a lot of survey and benchmarking data out there and this tool seems a bit useless as it only covers account mainly below $1 million and leaves out the HNW data .

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Mentioned in this article:

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh

Morningstar, Inc.
Top Executive: Joe Mansueto

Data and ratings for RIAs
Top Executive: Doug Trott

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