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Back Office Support


We take care of your paperwork prefilling, sending, submissions, tracking, account maintenance, and money movement requests. Advisors with this service receive a dedicated Support Team member (that is backed by a team) that they can work 1:1 with. Other services included with BO Support are quarterly performance reports generation, annual RMDs assistance, and quarterly billing done on your client accounts by us, client portals setup, and practice management support.


  • 10% per year of gross revenue for Back Office Support services 

  • Minimum for Tuck-In: $27K

  • Minimum for RIA Firm: $30K (Prices vary for revenue based bundles)

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New Account Openings & Maintenance
Transition Support
Money Movement
Performance Reports
RMDs Assistance
Quarterly Billing
Client Portals Setup
Practice Management Support
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