Problem: Advisors were reaching out to the registered investment advisories compensation team looking for reconciliation on mysterious fees. It was found that advisors associated with split rep ID’s were being improperly billed with adjustments and admin fees that were supposed to be charged to the primary advisor of the split ID. Solution: AdvisorBOB created a ...

AdvisorBOB is proud to announce a new functionality available to its users. Our May update features the “Levelized Net Payout Report”. This application allows firms to give an in depth overview to the advisors of how their leveled compensation is being calculated. The Levelized Report provides the advisor with the direct deposit amount. This is ...