The level of financial planning services you may need from Robotic Trading Advisors will be unique and will have a direct correlation on the fees you pay. As a RTA client, you will pay as you go for financial planning services you request and you receive from an investment advisor. This fee will vary from one client to another based on the complexity of your financial situation. Please note, if you choose to implement your financial plan with RTA, brokerage fees based on products and services you purchase will also be involved.
The following general disclosures regarding the nature of Robotic Trading Advisor’s advisory fees is broken down according to each of its respective services.
SMA Program – Asset Based Management Fee
Clients participating in RTA?s SMA Program will be charged management fees based on a percentage of the assets under RTA?s management as reported on the monthly account statements provided by the client?s broker (?Management Fee?). The management fee is paid quarterly, in advance, based on the agreed annualized.
RTA?s Advisory Program services are provided by an agreed hourly fees that is determined by several variable factors such as the complexity of the client?s financial situation (including the time required for preparation and research) and the client?s specific investment goals.
Additional Client Fees
In addition to any separate fees charged by RTA, clients should be aware that they are also responsible for (1) any custodial and/or transactional expenses that may be charged by the custodians and/or brokers which maintain custody of their assets and (2) all fees and expenses charged by the underlying securities held in their accounts (such as mutual funds and/or Exchange Traded Funds (?ETFs?).
Find Out More
To find out more please contact one of our RTA investment advisors for a complimentary consultation.