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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.