Our Fees

flexibility and flat fee pricing to meet your business needs

We offer two ways to gain access to our rules-based models and potentially save you and your clients’ tens of thousands of dollars.

Let us show you how.

Model Subscriptions

For the hands-on advisor, this can save you and your clients a fortune.  Models are updated at each rebalance and made available to you through our password protected website.

Pricing Plans

Overview

 

Our Solo/Starter pricing is targeted to advisors who are just getting started and/or who have less than $10 million in AUM.

 

Models Included

 

Cornerstone Income

Drawbridge Balanced

Focus Four

Global Tactical Asset Allocation

Vanguard Conservative

Vanguard Moderate

Vanguard Growth

 

Price

 

$297/month 

Overview

 

Our Established Advisor pricing is designed to fulfill the needs of an advisor with an established practice and who may want to offer some additional portfolio solutions.

 

This pricing level is available for advisors with up to $25 million in AUM.

 

Models Included

 

Cornerstone Income

Drawbridge Balanced

Focus Four

Global Tactical Asset Allocation

Vanguard Conservative

Vanguard Moderate

Vanguard Growth

ETF Bond Ladder

U.S. Unconstrained

Foreign Unconstrained

Quality Dividend Growth

U.S. Momentum

Defensive Utilities

Market Leaders

 

Price

$497/month

Overview

 

Our Advanced Advisor pricing is designed to fulfill the needs of an advisor with an established practice and who may want to offer some advanced, sophisticated portfolio solutions.  This package includes the ability to create two custom models and includes white-label branding.  

Also included is one on one consulting.

 

Models Included 

Cornerstone Income

Drawbridge Balanced

Focus Four

Global Tactical Asset Allocation

Vanguard Conservative

Vanguard Moderate

Vanguard Growth

ETF Bond Ladder

U.S. Unconstrained

Foreign Unconstrained

Quality Dividend Growth

U.S. Momentum

Defensive Utilities

Market Leaders

 

Price

$997/month

Cost Savings

This is really where the rubber meets the road.

Most traditional TAMPs charge around 50bps.  We only charge 35bps for our services so for comparative purposes we will use that.

An advisor with $5 million using a third-party manager who charges  35 bps will pay $17,500 in management fees per year.

With our Solo/Starter membership priced at $297/ month, that’s an annual cost of $3,564 representing an almost $14,000 annual cost savings.

That’s $14,000 saved that you can reinvest back into your business or share the savings with your customer!

For a larger office, the cost savings can even be more dramatic.  An advisor with $30 million in assets can save over $90,000 per year versus the more expensive traditional solutions!   

And remember most platforms charge more so your savings will be even greater.

Take control of your business buy offering your clients investment solutions designed for better outcomes and differentiate yourself from your competitors.

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