Individual Subscribers
Please go to the PayPal page on the menu to the right
Money Manger Subscribers
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 ten times the individual rate, for assets between $100 - $500 million under management. Institutional clients may ask a limited number of questions to be answered personally. Considering the increased profit allocation and incremental growth to your business, it's our best deal. To discuss soft dollar arrangements please email us.
Institutional Subscribers
The institutional rate is ten times the individual rate, for assets between $100 - $500 million under management. Institutional clients may ask a limited number of questions to be answered personally. Considering the increased profit allocation and incremental growth to your business, it's our best deal. To discuss soft dollar arrangements please email us.