Remove 3rd Party Managers & Their Fees
Does your firm rely on 3rd party managers or even ETFs to manage client portfolios? If so, adopting Pave Pro could increase the personalization you offer your clients while saving you time and money.
Take Firm A: they manage $300M and employ 10 advisors. They currently pay third-party managers 0.5% in fees, which comes to $1.5 million annually.
With Pave Pro, Firm A could replace AUM fees with a flat monthly fee per advisor, saving them over $1M per year.
Normally paying less leads to lower quality results. With Pave Pro, that isn’t the case. Our proprietary technology empowers advisors to generate bespoke portfolios for each client at the touch of a button.
Each Pave Pro portfolio can be granularly personalized around a client’s preferences, values, and financial goals down to the individual asset level. Pave Pro also has the ability to actively manage portfolios in an automated manner to control tracking error to a chosen benchmark and minimize tax implications.
To learn more, please reach out by emailing salessupport@pavefinance.com or pressing the button below. We look forward to speaking with you.
“Pave Pro has the potential to save my firm millions each year by replacing our 3rd party managers.” - RIA, $500M AUM1
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1. Testimonial provided by Josh Allen in April of 2024. Josh is a current client of Pave Finance, Inc. No compensation was provided in exchange for this testimonial.
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