
ADVISORS
CHARGING SERVICE
FEE, SHARE (%)
STARTED CHARGING SERVICE FEES SINCE, SHARE (%)
In the TMR Distribution Outlook 2021, 27% of advisors
shared that they would like a training format in which
they could learn how to implement service fees. While it
is unclear whether that training was made accessible to
them, there has certainly been a steady rise in the share
of advisors charging service fees. One in two advisors
charge their clients for the service provided while
another 14% plan to charge service fee in near future.
One advisor shared,
CHART 10
|
17
2022-2023 2020-2021 2016-2019 2011-2015 2006-2010 2001-2005 Before 2000
19%
6%
9%
11%
17%
16%
Yes, I charge fees now. It is
necessary to get paid for the service
you provide. Commission alone is not
enough to earn a living on. It protects
your income if the client cancels or is
unable to travel.
DISTRIBUTION TRENDS
Yes
50%
No
36%
Not yet but
plan to 14%
22%