What does the comparison cover?

Fee schedules, minimums, service offerings, and client types as disclosed in Form ADV Part 2A and CRS filings across up to 5 competitor CRDs.

Yes. All data is sourced from SEC EDGAR public filings. No proprietary or non-public information is used.

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.

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Why This Matters

Competitive positioning isn't guesswork. Know where your fees stand

Fee positioning affects client acquisition and retention. When firms don't understand competitive pricing, they operate blind during prospect conversations.

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Lost prospects who choose lower-fee competitors

Prospects compare fees before signing. Without knowing where you stand, you can't address the question effectively.

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Revenue erosion from defensive fee reductions without market data

Discounting fees during negotiations without knowing whether your pricing is actually above market.

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Unclear value proposition against similar firms

Advisors unable to articulate why their fees reflect value when they don't know what comparable firms charge.

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Missed opportunities to justify premium pricing

Firms with genuinely differentiated services leaving revenue on the table because they lack competitive context.

What This Agent Automates

check_circlePulls Form ADV Part 2A and CRS data directly from SEC IAPD

check_circleExtracts fee schedules from Item 5 disclosures

check_circleCompares fee structures across up to 5 competitor firms

check_circleVisualizes fee positioning with comparative charts

check_circleHighlights disclosure differences that affect positioning

What It Eliminates

cancelManual downloading and parsing of competitor ADV filings

cancelSpreadsheet comparisons of complex fee schedules

cancelOutdated competitive intelligence from stale data

cancelGuesswork about where firm fees stand in the market

How It Works

From CRD numbers to competitive intelligence in four steps

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

What the agent actually produces

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

Built for the teams responsible for fee strategy

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.

Get Started

Ready to benchmark your fees against competitors?

15-minute diagnostic call. We show you exactly how your fee structure compares to the firms competing for your prospects.

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