{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/795ea797c1814aeeb2e04f678d67cc15\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/795ea797c1814aeeb2e04f678d67cc15-dda5c301b307e70c.gif","duration":354.038,"title":"Creating Custom Fee Schedules in Perseptiv","description":"In this video, I walk you through how to create custom fee schedules for advisory fees, record keeper fees, and TPA fees within our system. I demonstrate setting up a tiered advisory fee schedule, where the first tier charges 50 basis points on the first million dollars, 25 basis points on the next four million, and five basis points on anything above five million, resulting in a total of $17,500 for a $10 million plan. I encourage you to explore these fee schedules, especially for record keepers with per participant tiers, as they can greatly enhance our pricing strategies. Please take the time to familiarize yourself with this process and consider how it can be applied to your plans."}