One Time Set-up and Matching Fee $1,000
Advisor Support
| 160 hrs/ month (full-time) | $9,920 |
Flexible Retainer Option
| Flexible Rollover | Fee |
|---|
| 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
| 160 hrs / month (full-time) | $11,520 |
Flexible Retainer Option
| Flexible Rollover | Fee |
|---|
| 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
