Thanks for putting this out there, Joe. Here are a couple other team structure resources for folks. The Foundation Chart (attached) is probably most appropriate in the case of building an "investment team" but to clarify, it could be any department (marketing / digital, compliance, tech, etc.). We usually see Advisory and Ops / Client Service as the two first departments and start to see the first NEW department stem from someone moving into a specialty area. It occurs at different revenue levels and depends on the service model / niche of the firm in most cases, but you could range it from $4M - $6M when the "next" department may make sense. Also, some context for the small account solution design Joe posted... Once you exceed a number of clients that are out of your core client experience, you MAY want to create a separate service model (NexGen, smaller clients, goodwill, friends and family - the people that got you there but don't fit any more). Tons of benefits for larger firms that use this as both a training ground for new associates as well as a differentiated client experience with specific mandates, minimums, etc. Also a big fan of the accountability chart which is used in conjunction with the Org Design in most cases.

@Anand Sheth has the right answer but like he said it's difficult. We see most firms pulling from their billing provider (usually a Tamarac / Orion type) and maybe half bring it into their CRM. The key is what you do with that information. I will also second what @Cory Jackmuff stated in that the Tamaracs and Orions of the world are getting better with the canned reports for this type of data. The problem is that many planning focused firms will want to put that data against a net worth number or values that may or may not be in the system and may be in a Right Capital. This is where the CRM comes into play. It is also valuable in the CRM when a firm may want to create their own graphical or visual representation - think one page plan - that they can customize. The CRM becomes the hub for all that data. Good question!