Your price, line by line.

Distinct client relationships that receive an invoice. A household billed as one relationship counts as one — this is not your account count.

Custodial account numbers under management. Used for sanity checks — never to set your price.

First connection included; each additional custodian is $1,500/yr. Any custodian may be selected — where a connector is still in delivery, that’s a timeline conversation, not a pricing restriction.