Choose the rate that applies to you
Advisor and Advisor Plus Rates
Our Advisor rate is for advisors, RIAs, institutional investors, family offices, independent B/D advisors, regional advisors, wire house advisors, financial planners, asset owners and ETF buyers.
Product and Service Provider rate
Product and Service Provider rate is for attorneys, broker-dealers, consultants, custodians, ETF issuers, ETF marketers, exchanges, index providers, liquidity providers, market makers, private equity, regulators, prime brokers, tax analysts, technology providers and third-party distributors.