Advisor Flipbooks

4 Connecting you to what matters most Titanium Benefits For advisors with over $100M in Total Platform Assets and/or $50M in SEI AUM. Enjoy all the benefits of Core and Gold, plus additional services to continue to help elevate you and your business: Ambassador Benefits For advisors with over $250M in Total Platform Assets and/or $125M in SEI AUM. Enjoy all the benefits of Core, Gold, Titanium, and more: Additional benefits may be available for our largest firms. Get in touch to learn more. • Cost discounts for new accounts opened after qualifying for Titanium status, including: • 20% discount on the investment management cost of SEI Tactical ETF Strategies, SEI Tax-Managed ETF Strategies, and SEI Distribution-Focused ETF Strategies † • 10% discount on the investment management cost of City National Rochdale Custom High-Net-Worth Strategies • 10% discount on the investment management cost of Managed Account Solutions (MAS) 1 • Small account fee waiver for all new accounts under $50,000 • Individual tax return observation and analysis services (no minimum) • Dedicated Titanium service liaison and pod-structure support team • Invitation to SEI Select Advisor Summit national meeting • Access to specialist SEI subject matter experts for speaking or other events • Access to ongoing practice management consulting sessions • Additional invitation(s) to SEI Select Advisor Summit national meeting • Eligibility for an Elite-level service liaison, pod-structure support, and Elite Processing administration • Eligibility for check scanner in advisor office • Priority access to all SEI Investment Services Team deliverables (case analysis, tax observation services) • Priority access to new SEI technology and other new programs and services

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