Download your RIA Custodian Pricing Guide

At TradePMR, we believe that before starting any custody services relationship, advisors must take the time to dive into the pricing arrangement to understand what they are paying for. Custodians charge fees in a variety of ways, and a one-size-fits-all approach to pricing may not work for you. To help RIAs gain more confidence in setting themselves up for a more successful contract for the future of their business, TradePMR has put together a Pricing Guide that outlines the common custodian fees, including:

Asset-Based vs. Ticket-Based Pricing

Common Custodian Revenue Streams

Hidden Fees that Could Negatively Impact RIAs

TradePMR’s Flexible Approach to Pricing

Hear from Rob Dilbone, Managing Director, on how a customized
pricing structure could benefit your RIA.

This Pricing Guide is designed to help you and your firm understand how and why you’re being charged to avoid fee compression and better price your services.