Filed Under:Annuities, Variable

Cerulli: Almost a Third of High Net Worth Providers Have Increased Fees

Photo credit: Patpitchaya
Photo credit: Patpitchaya

In the past three years, nearly a third of financial service providers to high net worth investors have increased their advisory fees, new research reveals.

Cerulli Associates, Boston, published this finding in a report released this week, “High-Net-Worth and Ultra-High-Net-Worth Markets 2011.” The report examines client demographics, vehicle usage, distribution strategies, advisor retention and technology trends. The report’s data is based on four surveys of asset managers, high net worth investors, HNW providers, chief investment officer outsourcers and bank trust providers.

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Nichole Morford

Nichole Morford
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