AdvisoryServices
Gain insightful guidance that delivers measurable value
PriceMetrix goes beyond typical advisory consulting and helps ensure successful design and execution of your pricing and compensation policies while keeping investor interest top of mind. The marriage of expert guidance with the only available North American wealth management data set, allows you to benefit by understanding what others have done, where you stand out, what has worked and what hasn’t.
We apply our unique market insight and industry know-how to help achieve your goals.
Our clients use our services to benchmark their advisor’s compensation plan against the industry, understand how their fee-based and equity pricing stacks up against the market, assess risks in their business and whether their programs are delivering results for advisors and their clients. PriceMetrix can help you understand all this and more.
Most importantly – our insights are based on fact. And our facts are based on the most comprehensive and exclusive source of retail brokerage data in North America.
Some of our popular services include:
- Pricing benchmarking
- Commission schedule design
- Compliance risk assessment
- Advisor & branch manager compensation design
- Predicting future advisor production and growth
The insights provided by our experienced team and one-of-a-kind data set will give you the confidence that your plans will be well informed, well designed and well received.
