top of page
Half the cost, and a service your clients can see all year.
The economics follow from the structure. Because the client owns the assets and your firm owns the mandate, the layers that sat between your advice and your client’s money are either removed or come back to your firm.
Where the client fee goes
TYPICAL PLATFORM
WITH US: READY MADE MODELS
WITH US: BRANDED MODELS
Administration
Model Portfolios
Portfolio management fee your firm can elect to receive
0.29% to 0.38%
0.60% to 1.12%
0.22%
0.22% to 0.33%
not available
nil
0.22%
0.22% to 0.33%
set by your firm
Total client fee before advice fee
0.89% to 1.5%
0.44% to 0.55%
0.44% to 0.55% plus your model fee
On a $1 million client, that is a difference of roughly $4,500 to $9,500 a year. Across $50 million of client money, it is between $225,000 and $475,000 a year. None of that is automatically yours. It is the amount that stops going to third parties, and where it goes next is your decision: pass the saving to the client, keep it, or share it.
Two ways to run it
Ready-made model portfolios
You appoint from an approved panel. No model to construct, no portfolio management fee to your firm.
Branded model portfolios
Your firm is the Model Portfolio Manager. You own the mandate and can elect to receive the portfolio management fee.
bottom of page