This loads pre-set to a reference book — four cycles, the annual review, year-end statements for 54 families. Set it to your book and every number moves. Pick the structure that fits how you think.
Want to pay less? Commit ahead.
Work committed up front costs less per unit and holds its rate for two years. Click a plan — watch your number drop.
Your year, all in
$0
vs. the bank trust model
$460,000+ / year
your year, as a share of theirs
Mirror your earnings.
Enter your book's annual net revenue and the blended administration fee you pay on it today. We take 20% of what it unlocks — you keep 80%. Your numbers, your math.
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Enter your annual net revenue and fee rate above and the split appears here.
Quarterly-only year
≈ $68,000
Four cycles, the annual review, year-end statements — at the best-value plan. The minimum honest year.
Full monthly bank cadence
≈ $91,000
Monthly deliveries on the bank's clock plus the quarterly cycles. The number most trust books actually run.
One card, two honest scenarios — your cadence is the only variable. The published rates are identical for everyone, locked twelve months. The bill always comes before the work — never after.
Turn this into a written quote
We'll put your exact selection in writing and follow up.