We have a four-tiered pricing model:
- For institutions with $1 to $25 billion in AUM, our annual fees start at $120,000 per year.
- For institutions with $500 million to $1 billion in AUM, our annual fees start at $50,000 per year.
- For firms with $100 to $500 million in AUM, our annual fees start at $20,000 per year.
- And for start-up firms, we discount our introductory fees, starting at $8,000 per year.
100% of our costs can be passed on to your clients.
For more information and details about our services and fees, please contact our CEO to discuss your interests and your needs.
This page allows you to estimate how much we could help you, how much our help will cost, and how much more revenue you would have net of the cost of our services.
Over the long term, the average investment advisor makes between 7% and 10% per year. In addition, investment advisors can grow their book of business organically via referrals, marketing, etc., by 10% to 15%.
We believe that we may be able to increase your portfolio’s rate of return by 10% or 20% per year. And if we do that, your rate of growth organic growth of AUM will likely accelerate to 30% or even 50% per year. Clients who are thrilled with their investment performance always bring more capital to their advisor. And when an advisor is making 20% to 30% per year for their clients, money flows into the firm very rapidly, very easily and at a very low acquisition cost.