Inserviss Labs
Fees, Transparency & Independence · from Boutique Wealth Management in AI Answers — a directional read

“what is a fair management fee for a 15 million mandate”

MEASUREDN = 1 sample per engine — a directional read, not a statistical benchmark.

No boutique wealth managers was named on any of the 3engines we sampled for this question — open demand nobody currently owns.

Who does ChatGPT name?

No tracked firm named.

Who does Gemini name?

No tracked firm named.

Sources cited: tdwealth.net, globalinvestments.net

Who does Perplexity name?

No tracked firm named.

Sources cited: nmlegis.gov, globalinvestments.net, thinkingaheadinstitute.org, whitecoatinvestor.com, money.cnn.com, kitces.com, lcp.com, en.wikipedia.org, +11 more

How was this measured?

We put this exact question to ChatGPT, Gemini, Perplexity as part of the Boutique 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, transparency & independence?

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