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Subscription Agreement & 6 quick questions

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Money Manger Subscribers

Money managers and Financial Planners fees are based on assets under management.  The rate is one subscription for each $5 million under management, as stated in public records.

Institutional Subscribers

The institutional rate is 10x the individual rate, for assets under management between  $100 - $500 million. Institutional clients may ask a limited number of questions to be answered personally. Considering the incremental profit for your clients and the geometric growth of your business, it's your ticket to success