Optional Ad-Ons

Optional Ad-Ons

Since all advisors run their business differently we offer the following infrastructure components "à la carte". Pay for what you need, don't pay for what you don't need...

Dedicated Client Service Associates

If you wish to have access to a dedicated CSA team you can easily do so with us. our CSAs will be able to handle all of your ongoing, personal administrative needs:

  • Setting / changing / confirming appointments with your clients
  • Reaching out directly to your clients on your behalf to complete any and all custodial paperwork including (but not limited to):
    • New accounts
    • Beneficiary updates
    • Funds transfer in / out
  • Anything you need to have done regarding your clients and any of our preferred custodians (Raymond James & Charles Schwab)
    Fee = $2,000 / month for unlimited, personal support
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Dedicated office

The platform charges above give you full access to office space and conference rooms at any of our corporate RIAs' offices - currently in:

  • NYC (The Chrysler Building)
  • Stamford, CT
  • Westport, CT
  • Yardley, PA

This level of access is sufficient for most of our advisors. However, if you wish to have your own, fully dedicated / full time physical office space that reserved exclusively for your use you can surely do that as well at any of our corporate RIA's office locations, or, we can help you set up an office anywhere you may like in the USA.

Fee: This is a complete pass through with no "vig" added. The cost will run between $500 - $2,000 / month depending the the location and office size you prefer.

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