Simple pricing depending on your needs!
Legacy Plan -
No cost to you*
*$12 monthly fee is directly debited to your client and we remit you all monies above $12.
We do the research, advice creation, advice delivery and documentation.
You or your clients trade the accounts.
Professional Plan
$99 per month*
*Base Fee is for your first ten accounts. $8 per month for each additional account.
We do the research, advice creation, advice delivery and documentation.
You or your clients trade the accounts.
Pro + Trading -
$249 per month*
TAMP Plan -
No cost to you*
*We charge your client 2.5 bps per month with a minimum charge of $8 per month and a maximum charge of $99 per month. We remit you all monies above the 2.5 bps.
We do the research, advice creation, advice delivery and documentation.
We trade the accounts through our Pontera and Future Capital agreements.
*Base Fee is for your first 25 accounts. $8 per month for each additional account.
We do the research, advice creation, advice delivery and documentation.
We trade the accounts through your existing Pontera agreement.
