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  "notes": "The chart shows a clear preference shift from AUM-based fees in older cohorts to performance-based and fixed fees in younger cohorts.",
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      "text": "Most older investors—and those using discretionary investment services—are happy to continue paying fees as a percentage of AUM. More than half of older investors would switch providers to retain that fee structure.",
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      "text": "*Young = Gens Y and Z; Middle aged = Gen X; Older = Boomers and Silent",
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      "text": "IQ27. How do you currently pay for services from your investment provider or advisor, and how would you prefer to pay in the future? Which, if any, fee structures would you switch providers or advisors to obtain?",
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