Fee Schedule

All our fees are clearly presented online for you to see the upfront costs. We also provide worksheets in cases where you may have questions around how much it costs. Always feel comfortable calling the number above to speak with an actual person who will answer any questions we may have not explained enough for you.

Charity Enrollment

We are not providing a service where we enable you to take without giving back. Since everyone ultimately pays taxes, we provide a structure to automatically set aside a certain amount of your profitable plans/algos* in which is donated to the charity of your choosing. This is done in your name, not ours so that you may claim the deduction on your taxes while instilling a sense of charitable giving. If you are not ok with this, we will gladly wish you well using another service.

Risk Assessment

Each of us is unique and as such, have different tolerances that outline a type of trader and/or investor you are for a unique period. This ensures you are focused on your larger goals and not short-term pleasures which can undermine you on your journey. We take this very serious and provide periodic assessments to aid you on your path.

Checklists

Beginning a relationship with us can initially be daunting but it doesn’t have to be with clear visibility. This is what our checklists provide to power you through the process. Don’t be disenchanted, it is far faster than you can imagine. Often, they can be completed in little under 30 minutes if you have your accounts established at your broker already.