Fitz: Investment advisory fees fall for first time in three years

Firms carrying out in-depth fee reviews

Laura Dew
clock • 2 min read

Investment advisory fees have declined for the first time since 2015, according to research from Fitz Partners.

While historically, investment advisory fees have been rising while management fees have been declining, in the latest edition of its ‘Investment Advisory Fee Benchmarking' report, Fitz found investment advisory fees have reversed the trend by declining 5% in the past 12 months. Investment advisory fees are classed as those that are paid to entities providing advisory services to the fund. They cover asset allocation and stock selection and are usually paid out of the funds' management fees.  Overall, average investment advisory fees have fallen by 5% from 41bps to 39bps in the last 1...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Wealth Club launches UK's first private markets SIPP

Wealth Club launches UK's first private markets SIPP

45% income tax relief

Patrick Brusnahan
clock 24 March 2026 • 1 min read
Rebalancing act: Sometimes doing very little in portfolio management is the hardest thing to do

Rebalancing act: Sometimes doing very little in portfolio management is the hardest thing to do

'More often, it's the quieter disciplines that matter most'

Phillip Young
clock 23 March 2026 • 3 min read
Crypto investors receive 40 times more HMRC tax warnings than stock traders

Crypto investors receive 40 times more HMRC tax warnings than stock traders

Data shows enforcement activity shift

clock 19 March 2026 • 2 min read