UMA / SMA Platform Fee – 35bps
TD Ameritrade Envestnet
Schwab FTJ Fund Choice
Fidelity Adhesion
Pershing Folio Dynamix
Sawtooth Asset Management Summit Advisor Solutions
Trust Company of America
ROBO Platform Black Office Capabilities

Kinetic Asset Allocation Program

Fee – 25 bps

Trading and Performance Reporting

Fee – 15 bps

White Label Strategies Outsourced CIO / Solicitors Agreement

Trade Signals and White Label Strategies

Fee – 25 bps

Access to All Strategies, Research, Trading, Performance Reporting

Fee – 25-50 bps