Advisory Fee Benchmark

[Becca Sarratt]

How do you plan on using the Advisory Fee Benchmark Dashboard in Trends to compare your fees against 1.5 million accounts?

Check out the Advisory Fee Benchmark Checkpoint in the Reporting Ascent Trail to learn more!

[Eric Toya]

I’m unable to login to Ascent

[Becca Sarratt]

@ericnavigoe-com It looks like you have not registered for Ascent yet. When you hover over the app icon in Orion, you should see a blue register button below it. When you click on that, you’ll get a registration page. Logins usually take overnight to set up. Please let me know if that does not work for you!

[Collin Thorne]

@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.

[Becca Sarratt]

@cthornewrapmanager-com

I’m working with our Trends team to find out if those are filters that can be added and what it would take. I’ve also asked about your fee % question. I will follow up via email.

Regarding Ascent, I see you’re already invited to the Reporting trail. I did go ahead and send you an invite to the Reporting Expert trail as well. Please let me know if there is anything else I can help with!

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