“what is a fair AUM fee for a 10 million portfolio”
When we asked, 1 of 3 engines named a US wealth manager. 2 distinct firms were named in total, never the same across every engine — see the breakdown below.
Who does ChatGPT name?
No tracked firm named.
Sources cited: reports.adviserinfo.sec.gov
Who does Gemini name?
Named, in the order the answer mentioned them: Charles Schwab · Fidelity
Sources cited: reddit.com, smartasset.com, domainmoney.com, financialsuccessmd.com, storenfinancial.com, basonasset.com, langanfinancialgroup.com, range.com, +3 more
Who does Perplexity name?
No tracked firm named.
Sources cited: whitecoatinvestor.com, birchwoodcapital.com, flat-fee-financial-advisors.com, commonsllc.com, tdwealth.net, pocketcomputer.net, advisorfinder.com, floridafinancialplan.com, +8 more
How was this measured?
We put this exact question to ChatGPT, Gemini, Perplexity as part of the U.S. Wealth Management in AI Answers — a directional read study, once per engine, and recorded every firm each answer named and every source it cited. Each engine is reported on its own — never averaged — because engines name different firms for the same question. Only firms tracked in the study are matched, so a firm missing here may still have been mentioned.
What else do buyers ask about fees, fiduciary duty & transparency?
- typical fees for a wealth management firm in the US · 2 named
- is my financial advisor a fiduciary how do I check · open — nobody named
- fee-only financial advisor for high net worth · 5 named
- are independent RIAs cheaper than wirehouses · 6 named
- do financial advisors earn commissions on the funds they recommend · open — nobody named