RAR Administrative & Operations Support

REMOTE ADVISOR RESOURCES

Fractional Administrative Support Options.

Experienced wealth management support. Choose the relationship that fits your firm.

OPTION 1

Fully Managed Support

Best for: Advisory firms that want turnkey administrative support, simplified billing, and ongoing service and re-matching support.

HOW IT WORKS

  • RAR handles time tracking, monthly billing, year-end Form 1099 reporting for its contractors, and administrative oversight.
  • Your firm receives one all-inclusive monthly service invoice, with no direct assistant payroll to administer.
  • Ongoing coverage and free assistant re-matching help support your firm as staffing needs change.

MONTHLY SERVICE TIERS

Monthly HoursMonthly Fee
20 hrs / month$1,300 / month
30 hrs / month$1,950 / month
40 hrs / month$2,560 / month
60 hrs / month$3,780 / month
80 hrs / month$5,120 / month

KEY FEATURES INCLUDED

  • Pre-vetted wealth management assistant matched to your custodian and CRM.
  • Contractor administration and Form 1099 handling by RAR.
  • Free assistant re-matching as your schedule or needs evolve.

OPTION 2

Try & Hire | Direct Placement

Best for: Advisory firms that want to evaluate an assistant for 30 days before taking over direct management and compensation.

HOW IT WORKS

  • Begin with a paid 30-day trial at standard monthly service rates to evaluate working style and technical fit.
  • After Day 30, choose to hire directly & pay a one-time conversion fee equal to 20% of the annualized RAR monthly package.
  • Your firm & the assistant agree on compensation, scheduling, & direct payment arrangements. Recurring RAR service billing ends upon conversion.

TRY & HIRE PRICING

Hours / monthFirst monthConversion fee
20 hours$1,300$3,120
30 hours$1,950$4,680
40 hours$2,560$6,144
60 hrs / month$3,780$9,072
80 hrs / month$4,960$11,904

For part-time placements. The first month is billed at the normal monthly service fee. The conversion fee is additional and payable after Day 30 only if you hire directly.

KEY FEATURES INCLUDED

  • 30-day paid evaluation before deciding on a direct hire.
  • Contract release and coordinated transition to your firm.
  • Direct Control over payroll and administrative schedule

OPTION 1

Fully Managed Support

Best for: Advisory firms that want turnkey administrative support, simplified billing, and ongoing service and re-matching support.

HOW IT WORKS

  • RAR handles time tracking, monthly billing, year-end Form 1099 reporting for its contractors, and administrative oversight.
  • Your firm receives one all-inclusive monthly service invoice, with no direct assistant payroll to administer.
  • Ongoing coverage and free assistant re-matching help support your firm as staffing needs change.
Monthly HoursMonthly Fee
20 hrs / month$1,300
40 hrs / month$2,560
60 hrs + / month$3,780
160 hrs/ month (full-time)$9,920
Flexible Retainer Option
Flexible RolloverFee
80 hrs (Retainer 1- 3 months)$5,120
Best for:

•For advisors and firms requiring experienced wealth management and day to day administrative support.

  • Client service and account maintenance
  • Account opening and transfer processing
  • Money movement requests
  • CRM management and updates
  • Custodian paperwork and follow-up
  • Administrative workflow execution
  • New account onboarding and client service coordination

Complex Advisor/Firm Support

Monthly HoursMonthly Fee
20 hrs / month$1,500
40 hrs / month$2,960
60 hrs + / month$4,380
160 hrs / month (full-time)$11,520
Flexible Retainer Option
Flexible RolloverFee
80 hrs (Retainer 1-3 months)$5,920

Best for:

•For advisors and firms requiring support across more sophisticated operational environments, specialized workflows, and complex service models.

  • Alternative investments and private placements
  • Complex account structures
  • Advanced reporting and billing environments
  • Multi-system operational coordination
  • Family office and high-net-worth service models
  • Specialized operational workflows

Looking for Full-Time Dedicated Staffing (160+ hrs/mo)?

For dedicated full-time hires, RAR operates under our Executive Search Agreement. The placement fee is 20% of the candidate’s agreed annual starting
salary (minimum $15,000 fee)
, payable upon successful completion of the initial 30-day trial.

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