Fee Schedule Fairness Review
A focused audit of how published wealth management fee schedules are applied to statements and invoices.
Fee letters often promise clarity; statements sometimes tell a quieter story. This engagement tests whether published schedules, rebates, and minimums are applied consistently across a chosen sample of wealth management relationships.
We compare fee schedules to accruals, look for undocumented exceptions, and note where client communications lag behind internal practice. The deliverable is a concise memo with examples your fee committee can discuss without wading through a full book audit.