OutsourceThis! LLC provides services based on a fixed cost. In addition to establishing a known operational cost, an advisor can operate his/her business from a unique perspective. The operational cost will increase only as fast as new clients are added. The costs are determined by the following considerations:
- Total number of portfolios
- Amount and type of portfolio activity
- Availability of electronic data compared to manual data entry
- Complexity and number of reports
- Ancillary services to be provided to the advisor
Additional services that may vary from month to month or from advisor to advisor are billed on an hourly basis.
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