You make the decisions.
We implement them.
Our Service Levels
We offer three tiers of service, as well as a marketing option,
performed on an administrative basis, executing your decisions and instructions.
We operate on a retainer basis, beginning at 10 hours per month.
You may use your retainer hours toward any service we provide, regardless of the level*.
For more details on how it works,
visit the Monthly Retainer section on our How it Works page.
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Level 1 - Standard
General administrative functions
Accounting, bookkeeping & payroll
Email & phone support
Scheduling/calendaring
CRM management (except workflow writing and editing)
Custodial paperwork/forms processing (start to finish)
Money movement (including IRA contributions & RMDs)
Quarterly reporting
Billing and pre-billing
Document/file management & organization
Proofreading/editing
Personal concierge
Compliance tasks & reporting
Transfer management & follow up (including rollover calls)
$70/hr
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Level 2 - Premium
CRM workflow writing and editing
Excel pivot tables/dashboard creation & maintenance
Creation of procedure/best practice documents and manuals
$80/hr
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Level 3P - Paraplanning
Specialized data entry in planning software
Creation of goals, scenarios & analyses in planning software
Building out plans: investment, retirement, insurance, education, tax, estate
Researching client-specific financial planning questions
Running planning reports/creating report templates
Financial plan refresh/update
Specialized data entry in risk management software
Running risk analysis reports/creating report templates
Cost basis research
Executing advisor-approved trades
Creation of trade memoranda
Rebalancing analysis & tasks
Investment research, reporting & analysis
Administration of client investment portfolios
$90/hr
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Level 3M - Marketing
Website edits, updates & content management
Update website to inbound marketing model to include Calls to Action and Lead Magnets
Email marketing & list management
Email Drip Campaigns
Newsletters
Editing/proofing publications, blogs, posts
Search Engine Optimization (SEO) / Analytics Tracking
Social media management
Blog management
Branding Analysis - consider updates of logos/colors/fonts, brand messaging
Power Point presentations/slide decks
Desktop publishing (newsletters, brochures, letterhead/business cards, etc.)
Video editing
$90/hr
“Team VOS deserves hours of raving comments about what they did for us.
They orchestrate such a smooth and consistent delivery (timeliness, diligence, accuracy, etc.) that not only the perceived service quality soars, but also everyone relaxes; we know the team will get it done, well and quickly, no matter what it is. This relaxation leads to better business decisions, better prospecting, and better quality of life.
Hiring Team VOS was one of my best business decisions ever.”
— D.G., CFA, CFP, MBA, SEC-registered RIA with several hundred million AUM
“The fit of everyone I’ve been paired with at VOS has been a perfect fit for where I was in my business at the time. I wasn’t sure that I’d need any additional help after I hired a full time employee, but I am so happy that my Client Service Specialist mentioned your marketing program to me. I didn’t think I’d need the help at the time, but the help I’ve gotten from VOS so far feels like a game changer for my business. It’s been tremendous. I’m really excited about the work you’ve been doing for me, sorting through all the ideas I have about marketing and narrowing the focus to what will give us the most immediate impact. I really couldn't be happier.”
— Adam CFP®, CPWA®, CIMA®, Copper Beech Wealth Management