Multiple layers stand between your advice and your client's money.
The administration layer has already been competed down, so there is little left to win on price. What changes when you use the Direct Ownership Engine is ownership, control, and complete freedom over layer two.
The asset management layer is where the real money is. It is commonly two fees stacked: a researcher charging to choose fund managers, and the fund managers they choose. Your client pays for the selection and for the selected. On a typical account it is three times the administration fee, and more as the account grows. None of it reaches the advice firm.
The third layer is your advice. We do not touch it.
We power the first layer. We help you take control of the second. You take that value back, pass it on to your clients, or do both, and the difference can be substantial.
Adviser Economics
In a common arrangement, more than 1.6% a year can flow to parties other than the advice firm. Under our structure, firms retain up to 1.35%.
Client Ownership
Every client asset sits in the client’s own legal name, in their own broker and bank accounts. No custodian. Nothing standing between your client and their money.
Real Control
If you ever leave us, no migration. No forced sell-down. No operational reset. The same is true for your clients. Portability isn’t a feature; it’s the structure.
Our founder was a financial adviser from 2005 and established this firm in 2009. We ran as an advice practice for fifteen years, on technology and licensing structures we built ourselves. In 2024 we sold the advice book and opened the engine to other firms. Today we work with self-licensed boutiques, dealer groups, and broking firms.
We built the Direct Ownership Engine for advice firms who want to own their economics, their IP, and their value proposition, and who would rather their clients owned their assets directly.
Taking control of the investment layer
We offer three ways to do it.
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Run the models with your own investment team.
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Appoint a manager to build them under your brand.
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Use ready-made portfolios.
The economics differ, the obligations differ, and we will tell you plainly which one fits your practice.