RIA Firm Parameters Live Modeled
Strategic Thesis: Vanguard's $4.6B acquisition eliminates clearing overhead by integrating proprietary index liquidity directly into Altruist's digital custodial layer, displacing separate tech fee tiers.
Custody Architecture & Pipeline Simulation Integrated Vanguard-Altruist
Annual Custodial Tech Cost
$0
-$18,225/yr vs Legacy
Direct Indexing Fee Savings
$30,375
15 bps fee compressed
Annual Operational Hours Saved
312 hrs
Automated fractional rebalance
Net Firm Operating Margin Delta
+6.2%
Effective fee capture
Stack Economics Breakdown Annualized Impact
| Architecture Component | Legacy Custodian Stack | Vanguard-Altruist Native | Annualized Variance |
|---|