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What are the advisory fees on managed accounts under $500k?
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Customer asks
What are the advisory fees under $500k?
Their standard advisory fee is approximately $300 per year for managed accounts under $500,000. This covers portfolio rebalancing, tax-loss harvesting, and access to a dedicated financial advisor. Most clients find the fee competitive compared to the industry average of 0.5–1% of assets under management.
Beacon finds
Source Conflict Detected
AI says
$300/year advisory fee
redditnerdwallet
Your site
$0 — fee eliminated Jan 2025
yoursite.com/pricing
Team alerted
Beacon Alerts
2 min ago
Pricing conflict across 3 engines
ChatGPT is quoting a $300/year advisory fee based on a 2019 NerdWallet article. Your advisory service has been free since 2021. Affecting ~1,200 queries/day.
Impact: HighFix Ready: Yes
Fix deployed
Ready for Review
"@type": "Product",
"name": "Managed Account Advisory",
"offers": [{
"price": "0",
"description": "No advisory fee",
"validFrom": "2025-01-01"
}]JSON-LD
Review Draft →
Customer asks
What are the advisory fees under $500k?
Their standard advisory fee is approximately $300 per year for managed accounts under $500,000. This covers portfolio rebalancing, tax-loss harvesting, and access to a dedicated financial advisor. Most clients find the fee competitive compared to the industry average of 0.5–1% of assets under management.
Beacon finds
Source Conflict Detected
AI says
$300/year advisory fee
redditnerdwallet
Your site
$0 — fee eliminated Jan 2025
yoursite.com/pricing
Team alerted
Beacon Alerts
2 min ago
Pricing conflict across 3 engines
ChatGPT is quoting a $300/year advisory fee based on a 2019 NerdWallet article. Your advisory service has been free since 2021. Affecting ~1,200 queries/day.
Impact: HighFix Ready: Yes
Fix deployed
Ready for Review
"@type": "Product",
"name": "Managed Account Advisory",
"offers": [{
"price": "0",
"description": "No advisory fee",
"validFrom": "2025-01-01"
}]JSON-LD
Review Draft →
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AI inaccuracies drive support calls, erode trust, and send customers to competitors. Beacon catches them first.
Four dimensions. One score.
AI Journey Score
72.0
▼ 4.7 vs industry
8 wk agoToday
VisibilityOK
Does AI mention you when it should?
Visibility Score77%+12.1
AccuracyALERT
Is the information correct?
Accuracy Score68%-8.3
NarrativeALERT
Is AI telling the right story?
AI Promoter Score62%-3.7
ReadinessOK
Can AI agents access your content?
Digital AI Readiness Score72%+9.4
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