There is no way around it, 3rd party managers run up quite the tab. Charging 0.5%, 1%, or even more, these funds eat away at your revenue. It’s time to become self-reliant and save significant sums in the process.
With Pave Pro, exchange lofty AUM based fees for a set monthly cost with the potential to save your firm millions. No need to rely on Bulge Bracket Banks or TAMPs. Now you can quickly create custom portfolios from the ground up capable of suiting virtually any client circumstance.
You don’t have to deal with rebalancers or trade blotters either. Pave Pro will handle all of the ongoing management and trading. All you have to do is connect your custodian, set client investment preferences, and Pave Pro will handle the rest.
It’s simple, transparent, and capable of suiting your wealth management needs for less. If interested, please reach out by emailing salessupport@pavefinance.com or pressing the button below. We look forward to speaking with you.
“Pave Pro makes me feel like a hedge fund manager with 10 analysts.” - RIA, $300M AUM
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