Starter Plan - $79 per month*
Software to scale research & document ERISA compliance
(optional) Integrated “billing system”
(optional) Advice delivered through “standard” Participant Dashboard
Plan Confidence Model advice only
*Base Fee is for your first six accounts. $10 per month for each additional account.
Professional Plan - $199 per month*
Software to scale research & document ERISA compliance
(optional) Integrated “billing system”
(optional) Trading of your “held-away” accounts**
(optional) Advice delivered through “white labeled” Participant Dashboard
Your Models and/or Plan Confidence Models
*Base Fee is for your first twenty accounts. $8 per month for each additional account.
**We use third party Order Management Service providers to implement the trades. There is a fee of 2 basis points per month of your client’s account value.
