With great freedom comes great responsibilities. No one understands better than we do what it takes to create your dream firm while serving your clients in the best possible way. So we customized our solutions to provide everything you need to succeed.
We keep the books so you don’t have to. Rest easy knowing your financials are accurate and we have your back.
Learn morePremier Pricing
|
HOUSEHOLDS |
PRICING |
|
|
1 – 10 |
$1,500.00 |
|
|
11 – 25 |
$2,000.00 |
|
|
26 – 75 |
$2,000.00 plus $10 for each additional client |
|
|
76 – 150 |
$2,000.00 plus $7 for each additional client |
|
|
151 – 299 |
$2,000.00 plus up to $5 for each additional client |
|
Wear your Chief Compliance Officer hat with confidence knowing your customized compliance support team is just one click away.
Learn more| Returns | Pricing |
|---|---|
| 1–10 | $1,500 |
| 11–25 | $2,000 |
| 26–75 | $2,000 Plus $10 for each additional client |
| 76–150 | $2,000 Plus $7 for each additional client |
| 151–299 | $2,000 Plus up to $5 for each additional client |
Trusted turn-key investment management solutions for every client.
| Returns | Pricing |
|---|---|
| 25 | $5,500 |
| 25–74 | $11,000 |
| 75–149 | $16,500 |
| 150–299 | $27,500 |
Our relationship-driven tax service makes it easy to offer comprehensive financial planning that builds confidence and serves clients better.
Learn morePremier Pricing
|
HOUSEHOLDS |
PRICING |
|
|
1 – 10 |
$1,500.00 |
|
|
11 – 25 |
$2,000.00 |
|
|
26 – 75 |
$2,000.00 plus $10 for each additional client |
|
|
76 – 150 |
$2,000.00 plus $7 for each additional client |
|
|
151 – 299 |
$2,000.00 plus up to $5 for each additional client |
|
360° solutions for your business—that fit your business. XYVA+ alleviates the burdens of business management so you can focus on what you love.
Learn morePremier Pricing
|
HOUSEHOLDS |
PRICING |
|
|
1 – 10 |
$1,500.00 |
|
|
11 – 25 |
$2,000.00 |
|
|
26 – 75 |
$2,000.00 plus $10 for each additional client |
|
|
76 – 150 |
$2,000.00 plus $7 for each additional client |
|
|
151 – 299 |
$2,000.00 plus up to $5 for each additional client |
|
