Manufacturers are responsible for meeting all four parts of the definition of bona fide service fee before a fee can qualify as a bona fide ...

"Many different business models exist in today's evolving financial ... "Fee-only advisors provide transparent fees for service, which can drive lasting long-term relationships with their clients ...

implementing a 5% fee with a $5 minimum and $15 cap. Management expressed confidence in this model, citing favorable conversion, retention, and monetization trends. Member acquisition grew 12% ...