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> Basic Projects
> Announcement Services
> Special Projects
> Pricing
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Broker-To-Broker utilizes a unit pricing schedule. Pricing is based on the number of accounts and the number of documents produced.
For "Basic" Projects, there is a standard price for each account processed. When utilizing our "Basic Plus" service, an additional cost is attached to each supplemental form we produce.
There is a $200 project minimum.
Additional Expenses
We do not wish to nickel-and-dime our clients for every additional item or special request, however it is sometimes necessary for us to cover the costs of non-standard processing, especially manually intensive tasks. These additional costs are generally very minimal and may be controlled with proper planning and preparation. The most frequently incurred additional expenses are associated with:
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"Prep" of forms that must be disassembled (removed from inside booklets, front covers removed, etc.) prior to printing. |
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Affixing "Sign Here" stickers |
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Creating mailing and return envelopes |
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Mailing inserts (brochures and promotional materials) |
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Rapid Turn Around Projects |
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Controlling Costs
There are ways to control some of the costs associated with projects coordinated through Broker-To-Broker. This control lies mostly in good planning.
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Always allow us sufficient time to complete a project. We require a minimum lead-time of one business day per 100 accounts to handle any project (3-day minimum). A Rush Fee is charged whenever an insufficient number of days is allowed or when a return date is accelerated. |
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Always provide us with a reasonably accurate estimate of the project size (i.e., the number of accounts to be processed). When identifying the total number of accounts, add all brokerage accounts, outside mutual fund accounts and outside annuity accounts. For projects that are underestimated by more than 100 accounts, the standard rate is doubled for all excess accounts. |
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Provide the entire project to us at the same time. Accounts that are added after the original project is received may need to be handled as separate projects, subject to our project minimum. |
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Prepare and arrange client records so they are user-ready (see "How The Broker Prepares for a Project"). We prefer to receive information in alphabetical order for ease in householding. A fee is charged if we must perform this step. There are also additional charges if we must cross-reference multiple groupings or lists of client records. |
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Please contact us for more detailed pricing information and other ways you may control your costs.
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