The TAMP is a business to business service of IAA providing outsourced back office functions including account and portfolio administration, fee billing, and reporting to registered investment advisors.

A monthly fee of 2.5 basis points of AUM is applicable to all arrangements. Additional services (i.e. RIA registration, email and archiving, social media archiving, extra email accounts for non-users) may incur additional fees, please request a full fee schedule. We have no minimum of assets under management, no minimum fees, and no account size minimums. A deposit may be required depending on the scope of services and billing in advance vs. arrears.

IAA has multiple levels of additional services we provide to RIAs meeting certain minimums. While the standard service is exceptional and extensive, many advisors will appreciate some of the extras we reward you with for working with IAA. Below you will find a table of the benefits. Each level includes the services of the lower tiers.

Level	Assets Tier	Additional Services
C	Under $5 million	None
B	Above $5 million	Enhanced IPS and Proposal System for Lead Advisor
A	Above $10 million	Branded Statements and Reporting Site
AA	Above $25 million	Additional Enhanced IPS Users Live Chat with Service
AAA	Above $50 million	Custom Statements Custom Marketing Presentations 5% Fee Reduction
AAA Major	Above $100 million	10% Fee Reduction

 

 

Please note that we do not charge based on your gross revenue or give a kick-back as a Solicitor's fee, instead we charge based on assets under management like you do. We are a business providing services to your business. Our clear and fair pricing allows you to properly price your services to your clients and remain competitively priced in the retail market.

To get more details please call us at 800-607-3340.

Call Us at 800-607-3340

To have a representative contact you, fill out this short request form.