Pricing that fits your business

No contracts or Long-term Commitments! Pay as you go monthly.

Calculate Your Price

 

- Price List: Up to 100 Households -

  • 10 Households -or- 10M total assets

    $195

    per month

     
  • 20 Households -or- 20M total assets

    $295

    per month

     
  • 50 Households

    $395

    per month

     
  • 100 Households

    $495

    per month

     

- Price List: Over 100 Households -

  • 500 Households

    $4.50

    per household, per month

    after first 100 households

     
  • 1,000 Households

    $4.00

    per household, per month

    after first 500 households

     
  • 5,000 Households

    $3.75

    per household, per month

    after first 1,000 households

     
  • Over 5,000 Households

    $3.50

    per household, per month

    after first 5,000 households

     
 

Once 50% of your clients accept their Blueleaf invitations, you save big!

15%

OFF

Pay for 12 months upfront, get next 2 months Free!

2 Months

Free

Refer another firm to Blueleaf. You BOTH get 2 months free!

2 Months

Free

 
 

Calculation for Households &

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    Dang... that means over the next 16 months you save...

    *

     

    Monthly Payment of...

    (or equivalent with discount)

    * Billing services and access to premium custodians are not included in our base price. There is no access charge for our Core custodians: DST Vision, Fidelity, First Clearing, Folio, ScotTrade, TD Ameritrade, TradePMR, Trust Company of America, & Schwab. Contact a Blueleaf coach for more information on billing services and premium custodial access.

    *