This analysis is for a:


Resources applied for this client annually

Individual
Hourly Rate
Estimated Hours Spent Each Year
 
Partner
$200
Senior Analyst
$180
Analyst
$150
Junior Analyst
$125
Administrator
$ 85
 

Complexity of client relationship

Check
Scope
Premium Charged
 
Manage interests & goals
0%
Manage risk considerations
10%
Proprietary products
0%
Mutual funds
5%
Other pooled investments
10%
Insurance products
20%
Direct investments (Stocks & bonds)
25%
Non-traditional investments
30%


Services actually used by this client

Premium Charged for Services
Check
Service
%
$
Basis Points
 
Goal setting/monitoring
25%
Quarterly reviews
35%
Asset allocation services
$1750
Asset preservation strategies
45%
Asset management
45
Retirement income planning
20%
$375
Education
25%
Contact Center
10%
Website/mobile services
10%
Regulatory compliance support
35%

Client Assets:  
Total compensation for this client from all sources direct and indirect:  
In Dollars
As Basis Points