Working with Agora allows advisors to transition from embedded commissions to an advisory fee-based compensation model.  A fee-based practice sets the stage for you to have open and transparent discussions with clients about the value you deliver. 

Clients have become more aware of the cost of investments and the cost of advice – whether you discuss it with them or not.  When you proactively initiate the discussion, you increase transparency which contributes to client confidence and trust.  

KEY POINTS FOR THE FEE CONVERSATION

• Fee-based pricing provides clients with a clear picture of the cost of financial advice.
• Fees are clearly disclosed, with no hidden charges.
• An advisor’s compensation is negotiated with the client and often based on the value of the portfolio – there is no financial incentive to buy, sell or chose specific investments.
• The bottom line is that fee-based advice aligns with the best interests of the client and the advisor.