Our fees are designed to allow subscribers to identify the level of service that will provide the most value to their firms.  Each offering is distinct and outlines a range of collaboration largely independent of the others.  The Level One Initial Discovery is an optional stand-alone process appropriate for firms that have never performed a formal in-depth analysis of their model portfolios, how investment solutions are chosen and Investment Proposal client deliverables.  Alternately, this procedure can be an update of pre-existing analysis.  Level Two provides scheduled, consistent and relevant articles and essays to augment an advisor’s “touches” with clients.  Level Three services overlay communications with layers of consultative interaction to support thought leadership both within the advisor’s firm and in discussions with clients.


Full discovery and written evaluation of:

  • Models
  • Design processes
  • Client deliverables pertaining to investment management
$4,000 (one-time fee)


All written client communication services as previously described.

  • Bi-Weekly
  • Monthly
  • Quarterly
  • Annual
$500 / MONTH


LEVEL TWO services + Availability for On Demand services, ad hoc support and coaching

$2,000 / MONTH