SHEETS SMITH WEALTH MANAGEMENT
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 | 263 Firms | Yes |
| Hourly Charges | No | 205 Firms | No |
| Subscription Fees | No | 272 Firms | No |
| Fixed Fees | No | 158 Firms | Yes |
| Commissions | No | 265 Firms | No |
| Performance Based Fees | No | 146 Firms | No |
| Other | No | 230 Firms | No |
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Advisor Transition Management Platform
About TrueRecruit
With TrueRecruit, we seek to help enterprises identify prospects, standardize the information collection process, and leverage data to inform offers.
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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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TrueContinuity is a secure emergency continuity vault where financial advisory firms can easily store designated continuity contacts, additional key contacts, documents, and tech stack information.
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TrueMatch supports advisors planning succession or growth through M&A to find perfect opportunities.
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