Other Asset Based Fees — Asset-Based Fees Revenue
LPL Financial Holdings Other Asset Based Fees — Asset-Based Fees Revenue remained flat by 0.0% to $334.53M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 24.9%, from $267.79M to $334.53M. Over 4 years (FY 2021 to FY 2025), Other Asset Based Fees — Asset-Based Fees Revenue shows an upward trend with a 14.2% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
An increase indicates successful monetization of the platform's service ecosystem or growth in the underlying asset base subject to these specific fees, while a decrease may suggest fee compression or a shift in asset mix toward lower-margin products.
Detailed definition
This metric represents the revenue generated from asset-based fees that are categorized outside of the primary advisory...
Peer comparison
Peers in the independent broker-dealer and wealth management space report similar 'other' or 'ancillary' asset-based revenues, which are typically benchmarked against total assets under management to assess the firm's ability to extract value beyond standard advisory fees.
lpla_segment_other_asset_based_fees_asset_based_fees_revenueHistorical Data
| FY'21 | FY'22 | FY'23 | FY'24 | FY'25 | |
|---|---|---|---|---|---|
| Value | $787.22M | $806.65M | $867.86M | $1.07B | $1.34B |
| YoY Change | — | +2.5% | +7.6% | +23.4% | +24.9% |
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Frequently Asked Questions
- What is LPL Financial Holdings's other asset based fees — asset-based fees revenue?
- LPL Financial Holdings (LPLA) reported other asset based fees — asset-based fees revenue of $334.53M in Q4 2025.
- How has LPL Financial Holdings's other asset based fees — asset-based fees revenue changed year-over-year?
- LPL Financial Holdings's other asset based fees — asset-based fees revenue increased by 24.9% year-over-year, from $267.79M to $334.53M.
- What is the long-term trend for LPL Financial Holdings's other asset based fees — asset-based fees revenue?
- Over 4 years (2021 to 2025), LPL Financial Holdings's other asset based fees — asset-based fees revenue has grown at a 14.2% compound annual growth rate (CAGR), from $787.22M to $1.34B.
- What does other asset based fees — asset-based fees revenue mean?
- Revenue earned from recurring fees charged on client assets that fall outside of standard advisory or brokerage commission structures.