Fee Schedule for Services

"Basic" service for buy-side or sell-side institutions:

$6,500 - Annual rate for The Analyst’s Accounting Observer, excluding consultation. Includes:
• All new reports for the entire research staff, with e-mail notification of availability for downloading. (Generally, once a month.)
• E-mailed bulletins as they are published.
• Website access to entire library of back reports.
• Weekly update of AAO Weblog posts.
• Proprietary data on pension obligations, other postemployment benefit obligations, employee stock options and other information on S&P 500 companies.

"Consultation Included" service for buy-side research firms:

$13,000 - Annual rate for The Analyst’s Accounting Observer basic services listed above, including consultation with client analysts on specific accounting issues.

Limited service for buy-side firms with less than $300 million assets under management:

$3,250 - Annual rate for The Analyst’s Accounting Observer, excluding consultation. Includes:
• All new reports for the entire research staff, with e-mail notification of availability for downloading. (Generally, once a month.)
• E-mailed bulletins as they are published.
• Up to six back reports in a twelve-month period.
• Weekly update of AAO Weblog posts.

"Consultation Included" for sell-side research firms:

Negotiable - Annual rate for The Analyst’s Accounting Observer basic services listed above, including consultation with client analysts on specific accounting issues.

Blog Subscription:

$500 for a full twelve-month subscription. 

Special Academic Rate:

• $600 for a full twelve-month subscription, with a four-report lag. 
• $500 for a full twelve-month subscription to the AAO Weblog.
• $1,000 for both.

Proof of academic affiliation required. No consultation is included for any of the three options. No back issues or proprietary data is included, either; these items may be purchased separately.

About Payments:

Prices quoted above are in hard dollar terms. Clients who wish to pay using "soft dollars" may do so of their own choosing, but we do not insert ourselves into the payment process.

We earn our living from research, not trading. We are not aligned with any particular brokerage firm, and strongly encourage clients who pay for research with soft dollars to find the best possible execution and price with the soft dollar broker of their choosing.

We accept both Visa and MasterCard as forms of payment.