Fee-Based Advice Infographic
A Simple Way to Explain How You’re Paid—and Why It Matters
Fee-based advice works best when clients truly understand it. Yet fees can feel abstract, awkward, or overly technical when explained verbally. That’s exactly why this Fee-Based Advice infographic exists.
This infographic gives you a clear, visual way to explain how fee-based advice works, and—most importantly—what they receive in return. It turns a potentially uncomfortable topic into an easy, transparent conversation.
“Clients quickly see that advice costs are not mysterious, hidden, or arbitrary—they’re predictable, visible, and aligned with outcomes.”
Share with Clients
The design is intentionally clean and approachable. You can share it digitally, include it in onboarding materials, or walk through it during meetings without it feeling like marketing. Clients don’t feel “sold to.” They feel informed.
The Value of Advice
The infographic also helps reposition the value of advice. Rather than focusing only on investment selection, it highlights the broader role you play: goal setting, tax efficiency, risk management, behavioural coaching, and ongoing adjustments as life changes. Clients begin to understand that they’re not paying for transactions—they’re paying for judgement, experience, and consistency over time.
This tool works equally well for new and existing clients. New clients gain clarity early, which builds trust and reduces fee objections later. Existing clients get reassurance that the advice relationship continues to earn its place, year after year.
Supports Different Advisory Models
Whether you work exclusively in a fee-based structure or alongside other compensation approaches, the message stays neutral, educational, and client-friendly.
If transparency builds trust—and trust builds long-term relationships—this infographic becomes more than a visual aid. It becomes part of how you communicate your value with confidence and ease.
