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Asset Management

SERVICE OVERVIEW

Our Asset Management services provide outsourced expertise in support of the investment solutions you provide to your clients - from investment selection, portfolio construction, trade execution, and account oversight. We respect that there are different ways that Advisors may develop and deliver portfolios that are suitable for their clients. We can support an advisor’s pre-existing unique approach, or we can help advisors refine their client portfolios and/or trading disciplines to better address evolving needs and criteria.

PRICING STRUCTURE

  • 8% per year of gross revenue for Trade Execution services (Min. $22,500)

  • 2% per year of gross revenue for Portfolio Consulting services (Min. $7,500)

  • $100 per month for Research and Subscription services (Min. 3 months)

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KEY FEATURES

Trade Execution
Portfolio Consulting
Research Subscription
Rebalancing
Tax Loss Harvesting
Market Monitor Report
Market Newsletter
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