Pricing
We run your content, outbound and strategy for a fixed monthly price. No basis points, no commissions, and no claim on any client you win.
Most advisors start here
One flat monthly fee
Set by how many advisors are in the engagement. You'll have the exact number before you commit to anything.
Engagements run twelve months, with a one-time opt-out at the six-month mark.
For firms rolling out across a team of advisors.
Priced per advisor
We share seat pricing once we've scoped the rollout.
For RIAs growing through M&A and recruiting.
Flat monthly retainer
Measure any growth partner against what new assets are worth to your firm. Change the numbers to match your book.
Plain arithmetic: assets times your fee, with no market growth and no client attrition. It isn't a forecast, and it doesn't include what you'd pay us. Bring this number to the call and we'll put our fee next to it.
We target a little over $20 million in new assets per advisor in year one, and 2x ROI on our fee.
A target we work toward, not a guarantee. Results vary by firm, market and starting position, and another firm’s outcome is not a projection of yours.
About two hours a month: one hour on camera with our trained interviewers, and the rest on strategy calls and approvals.
| Compared on | Poseidon | Business development hire | Basis-point lead programs |
|---|---|---|---|
| What it costs | One flat monthly fee | ~$200K a year | Basis points on the clients it sends |
| Ongoing cut of your clients | None | None | Often, for as long as the client stays |
| Who does the work | A team across content, outbound and data | One person | You, after the lead arrives |
| What you keep | Your clients and your content library | Whatever they leave behind | Your clients, minus the fee |
Engagements run twelve months, with a one-time opt-out at the six-month mark. You can judge the work on real results before you decide.
Thirty minutes with your principals to set positioning and the bar. Compliance sign-off, and CRM access agreed.
The first research pass arrives as a named list with reasons, and you approve it. The first interview is recorded, and content goes live after review.
Outbound begins against the approved list only. Every touch is logged in your CRM.
The list refreshes, AI-search visibility builds, and we review together whether to continue before your month-6 opt-out.
“I scored $80M in AUM within two and a half months—and another ~$40M in estimated pipeline behind it.”
Rian W.
CFP® CEPA JD, VP of Wealth Management · Farther Accelerate
Poseidon clients pay for our services, so treat this as a compensated testimonial. It's one client's experience, not a forecast of yours.
A flat monthly fee, set by how many advisors are in the engagement. We share the exact number on the first call, once we’ve seen your practice, and you’ll have it before you commit to anything.
No. You pay one flat monthly fee. There is no AUM haircut, revenue share or per-client commission, and every client you win stays 100% yours, now and if we ever part ways.
Each advisor after the first costs less than the first. At 5 or more advisors, ask us about firm-wide pricing, which is set per advisor.
Engagements run twelve months, with a one-time opt-out at the six-month mark. To use the opt-out, give written notice in the 30 days before month 7 begins. We ask for a year because the content keeps working and the pipeline builds over time.
Monthly, by ACH or card. ACH has no fee, and cards add 3% at checkout.
About two hours a month: one hour on camera with our trained interviewers, and the rest on strategy calls and approvals. From that one recording hour we produce 50+ pieces of content.
We target a little over $20 million in new assets per advisor in year one, and 2x ROI on our fee. Engagements run twelve months, with a one-time opt-out at the six-month mark. We structure it that way because the pipeline compounds: the content stays up and keeps working, so later periods tend to be more productive than the first. These are the targets we aim at, not a promise — if we look at your numbers and don’t think we can beat them, we’ll tell you.
Everything is built for the SEC Marketing Rule: no promissory language, compliance review before anything ships, and full archiving of content and outreach. If you already use an archiving vendor, we integrate with it.
No. If someone already holds that seat, this builds the top of the funnel that one person can’t build alone.
It takes 30 minutes, with no prep. We'll look at how you grow today and tell you honestly whether we can beat it.
Flat fee. No basis points. ACH has no fee, and cards add 3%.