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CoPilot Prime Price Example

Agency Ascensus

Created on June 18, 2020

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Transcript

Copilot prime Example Monthly Employee Costs

$10k

$50k

$25k

Asset balance

Asset balance

Asset balance

Recordkeeping........................$4.00/mo Custodial & Trading.................$0.58/mo Investment Fiduciary...............$2.08/mo

Recordkeeping.........................$4.00/mo Custodial & Trading..................$2.92/mo Investment Fiduciary..............$10.42/mo

Recordkeeping.........................$4.00/mo Custodial & Trading..................$1.46/mo Investment Fiduciary................$5.21/mo

TOTAL COST**

TOTAL COST**

TOTAL COST**

$6.67/mo

$17.33/mo

$10.67/mo

compare annual cost

compare annual cost

compare annual cost

compare annual cost

compare annual cost

compare annual cost

CoPilot prime Example Annual Employee Costs

$10k

$50k

$25k

Asset balance

Asset balance

Asset balance

Recordkeeping........................$48.00/yr Custodial & Trading...................$7.00/yr Investment Fiduciary..............$25.00/yr

Recordkeeping.........................$48.00/yr Custodial & Trading.................$35.00/yr Investment Fiduciary.............$125.00/yr

Recordkeeping........................$48.00/yr Custodial & Trading.................$17.50/yr Investment Fiduciary..............$62.50/yr

TOTAL COST**

TOTAL COST**

TOTAL COST**

$80.00/yr

$208.00/yr

$128.00/yr

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compare monthly cost

compare monthly cost

compare annual cost