Research Your competition
Compare your Form ADV Part 2A and CRS fee disclosures against competitors. Enter your CRD and up to 5 competitor CRDs to visualize exactly how your firm's fees stack up.
Why This Matters
Fee positioning affects client acquisition and retention. When firms don't understand competitive pricing, they operate blind during prospect conversations.
Competitive positioning isn't guesswork. Know exactly where your fees stand before prospects ask.
What This Agent Automates
- check_circle Pulls Form ADV Part 2A and CRS data directly from SEC IAPD
- check_circle Extracts fee schedules from Item 5 disclosures
- check_circle Compares fee structures across up to 5 competitor firms
- check_circle Visualizes fee positioning with comparative charts
- check_circle Highlights disclosure differences that affect positioning
What It Eliminates
- close Manual downloading and parsing of competitor ADV filings
- close Spreadsheet comparisons of complex fee schedules
- close Outdated competitive intelligence from stale data
- close Guesswork about where firm fees stand in the market
How It Works
Input
Your firm CRD and up to 5 competitor CRDs.
Retrieve
Current ADV Part 2A and CRS from SEC IAPD.
Extract
Fee schedules, minimums, and billing structures.
Compare
Visual positioning analysis with competitive insights.
Example Outputs
Fee positioning: Your 1.00% fee on first $1M is above 4 of 5 competitors (range: 0.75%-1.00%).
Suggested action: Consider positioning justification or fee schedule adjustment.
Minimum out of range: Your $500K account minimum is 2x higher than all sampled competitors ($250K average).
Suggested action: Evaluate if minimum is limiting prospect pipeline.
Competitive position: Your fee schedule aligns with market median. Premium justified by specialized services disclosed in ADV Item 4.
Suggested action: Current pricing strategy supported by competitive data.
Who This Helps
Principals
Understand competitive positioning before pricing discussions.
Business Development
Counter fee objections with market data.
CCOs
Ensure fee disclosures align with competitive reality.
Marketing Teams
Position firm value against documented competitor fees.