BASELINE PARTNERS LLC
PEER BENCHMARKS
Understanding SEC Peer Groups
A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.
SEC Peer Benchmark Details
PEER GROUP AVERAGE |
FIRM VALUE | ||
---|---|---|---|
Percentage of AUM | Yes | 393 Firms | Yes |
Hourly Charges | No | 222 Firms | No |
Subscription Fees | No | 403 Firms | No |
Fixed Fees | Yes | 218 Firms | No |
Commissions | No | 401 Firms | No |
Performance Based Fees | No | 333 Firms | Yes |
Other | No | 381 Firms | No |
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Advisor Transition Management Platform
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TruePerformance Indices and KPIs make up the industry’s first ever business health record to be leveraged for practice management and during key transitional moments.
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