One Time Set-up and Matching Fee $1,000
Standard Operations Support
Single-platform assistant support
| 160 hrs/ month (full-time) | $9,920 |
Flexible Retainer Option
| Flexible Rollover | Fee |
|---|
| 80 hrs (Retainer 1- 3 months) | $5,120
|
Best for:
• Solo advisors or single-platform firms or teams operating within one primary custodian
Advanced Operations Support
Multi-platform operational support
| 160 hrs / month (full-time) | $11,520 |
Flexible Retainer Option
| Flexible Rollover | Fee |
|---|
| 80 hrs (Retainer 1-3 months) | $5,920
|
Best for:
• Firms using multible platforms, integrated CRMs, alternative investments, private equity, reporting, and billing systems
