Case Studies

Dual Contract vs Platform (Price Arbitrage)

Written by Adhesion Wealth | Jul 29, 2024 8:26:54 AM

During the firm’s 20 years of business, they only worked with managers via dual contracts in separate accounts. As fiduciaries on a journey to reduce the total cost of delivery to their end clients, the advisor engaged Adhesion. After reviewing their manager roster and comparing fee structures, they realized cost savings with manager models via Adhesion rather than the firm’s existing dual contract setup.

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