Your firm may use whatever fee structure it would like with respect to the billing of the firm’s end-clients. Jemstep Advisor Pro does not charge end-clients directly. This is the responsibility of the firm. The pricing structure is typically described in your Form ADV II and your Advisor Agreement.
On the analysis page, please note that Jemstep Advisor Pro does not account for different pricing breakpoints in its comparison of the client’s current portfolio versus the target model portfolio. The current versus target model portfolio comparison will use your firm’s highest fee level as per regulatory requirements.