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Dual Contract vs Platform (Price Arbitrage)

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2800x1000 Adhesion CS Dual Contract2024

During the firm’s 20 years of business, they only worked with managers via dual contracts in separate accounts. As fiduciaries on a journey to reduce the total cost of delivery to their end clients, the advisor engaged Adhesion. After reviewing their manager roster and comparing fee structures, they realized cost savings with manager models via Adhesion rather than the firm’s existing dual contract setup.

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Important Information

This is for informational purposes only, is not a solicitation, and should not be considered investment, legal or tax advice. The information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.

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C24-20942 | 02/2024 | EXP 2-28-2026