Pricing
MDA Operator provides a number of services that can be bundled or can be purchased separately as a plug and play component of the ultimate solution for the adviser delivering advice to a client.
Managed Discretionary Account Services
Max 15 bps^
- Maintenance of APL, Products & Models
- Investment Programs Oversight
- Rebalancing
- Market trades
- FSG and client documentation
- ^Domestic listed assets, CMA & TD’s and At Call
Investment Advisory
~6-12k upfront & pa
- Investment Committee Governance & Documentation
- Investment Committee Meetings
- Investment Policy formulation
- Approved Product Lists
- Models & Investment Program Management
- Position Papers