Program Details And Rates

Trader Managed Portfolio

Management Fee Included*
Software Fee Free
Trading Commissions Included*
Total Client Asset Size Total Yearly Wrap Fee
1,000- 49,999 .65%
50,000-  99,999 .60%
100,000- 249,999 .55%
250,000- 499,999 .45%
500,000- 1,000,000 .35%
1,000,000- 9,999,999 .25%
10,000,000- 49,999,999. .15%
Account Activity Fees Amount
Account Closing Fee $20
Account Inactivity Fee

(3 Months Inactive)

$25
Account Transfers $75
Wire Transfers $35
Duplicate statements or tax forms $5
Check returned for insufficient funds $40

Algorithm Traded Portfolio

Main Image
Monthly Maintenance Fee Included*
Software Fee Free
Trading Commissions Included
Total Client Asset Size Total Yearly Wrap Fee
1,000- 49,999 .65%
50,000-  99,999 .60%
100,000- 249,999 .55%
250,000- 499,999 .45%
500,000- 1,000,000 .35%
1,000,000- 9,999,999 .25%
10,000,000- 49,999,999. .15%
Account Activity Fees Amount
Account Closing Fee $20
Account Inactivity Fee

(3 Months Inactive)

$25
Account Transfers $75
Wire Transfers $35
Duplicate statements or tax forms $5
Check returned for insufficient funds $40

E*Hedge Client Experience

The E-Hedge client platform provides year round customer support for all account related details. Services range from up to date portfolio performance to year end tax reconciliation. Our digital advisory service is available to help you around the clock.

  • Setup: Simple Application Process
  • Taxes: Tax Documents & Harvesting
  • Diversify: Unique Portfolio Offering
  • Risk: Auto allocation and management
  • Access: Secure SSL LogIn
  • Performance:Broad overview of assets
  • Updates: Messaging & Log-In Access
  • Advisory: 24/7 Client Support
  • Devices: Web + Mobile Access
  • Compliance: Regulatory Staff & Reviews