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Investment Strategy Subscription 

We charge a Quarterly Subscription Fee is based on the total amount invested utilizing SFM strategies:

$0 - $1,000,000
2.5 bps (0.025%)
$1.000,000 - $5,000,000
2.0 bps (0.02%)
$5,000,000 - $10,000,000
1.5 bps (0.015%)
$10,000,000 +
1.0 bps (0.01%)


The minimum cost for the subscription is $25 per calendar quarter per strategy.