@becca.sarratt – I’m looking at the Trends App / Advisory Fee Benchmark tool, but a good deal of the data seems to be weighted incorrectly.
– I don’t see a way to filter out based on ‘Management Style’ or ‘Model’? Can this be added?
– Is there a way to filter out non-active/closed accounts?
– For accounts under 12 months old, why is the “Avg HH Fee %” consistently much higher than “Avg Account Fee %”?
Trying to dial this app in, but can’t seem to get beyond filtering out accounts younger than 12 months old. No other option to exclude data that is incorrect exists.
Also, I tried enrolling in the Ascent course for reporting… have yet to get the email response.
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