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Fi360 Fee Benchmarker® Tool

By completing a short questionnaire, you can compare your fees to industry averages, support your clients’ fiduciary needs and identify opportunities to expand your service offering to help grow your business. If you would prefer to use a fillable PDF to using the online form, you can download it here and email it to Eric Kaleta at once it is completed. Once received, a report will be generated and emailed back to you within 48 hours.

*Denotes required fields

(i.e. $20,000/year, 25 BPS/year, or $10,000 + 8 BPS/Year)
(Include any comments you want to appear on the report)
(Check all that apply)