Pricing is becoming a major issue for planning firms. While managing client portfolios doesn’t carry the value it used to, finding the right fee structure for traditional planning—which takes many hours of work each year—can be difficult.

On this episode of Elementality, Reese and Chad take a look at the future of AUM and retainer fee models. They discuss what you need to consider prior to making a pricing decision, plus how to match the value you deliver with a fee that fits your clientele.