YOUR Fees and Value Benchmarked On-Demand

How are reasonable fees determined for plans and IRAs?

FeeBuilder is a two-page, on-demand benchmarking of YOUR fees and value that can be used with both prospects and clients. Benefit from the same method that ensures that Quality, Service, Value and Extra Credit are a part of every fee conversation with FDI’s FeeBuilder report.

This download is for the Advisor version of the report.

Send Me The Sample Report