BSM’s Low Costs for its Comprehensive Functionality and 5-Pillar Integration Produce Even Greater Savings with Location-Based Licensing; Avenue Robo-4-Advisors Increases Your Revenues; Your Firm’s Profits Accelerate
The Value Power of Location-Based Licensing
Avenue Robo-4-Advisors Potential Revenue Grid
Incremental AUM to Cover BSM and Avenue Robo-4-Advisors’ Costs
(Cost Comparison Assumes a Single Practitioner (i.e. no location-based license benefit; see above for details))
- Grow into your BSM usage at $50 per client (and at minimal risk).
- An optional $100 fee sets up BSM with your current proposal content, IPS, risk tolerance questionnaire, and models. (Note: The first two clients will NOT be charged so your costs do not increase with this setup fee.)
- Upon reaching $6,000 annually (120 clients), you pay no more for your physical location.
- BSM’s functional suite PLUS Avenue Robo-4-Advisors are packaged together at $6,000 per year.