AI-Managed Portfolios
(AMPs)
Pricing starts at 0.0% of assets under management (AUM). Grow AMPs offer a choice for Qualified Clients and Qualified Purchasers to select between an AUM fee, an incentive fee, or a combination of both.
Investment | Pricing Structure | Fee |
---|---|---|
Grow 1x | 0.75x | 0.5x | AUM | 0.40% |
Harvest Bonds AMP | AUM | 0.20% |
Harvest Treasuries AMP | AUM Fees waived through 2023! | 0.20% 0.00% |
Investment | Fee |
---|---|
Grow 1x | 0.75x | 0.5x | 0.40% AUM |
Harvest Bonds AMP | 0.20% AUM |
Harvest Treasuries AMP | 0.20% AUM 0.00% AUM Fees waived through 2023! |
Investment | Pricing Structure | Fee |
---|---|---|
Grow 1x | 0.75x | 0.5x | Option 1 AUM | 0.40% |
Option 2 Performance Only | 10.0% of gains | |
Option 3 AUM + Performance Combo | 0.20% AUM + 5.00% of gains | |
Harvest Bonds AMP | AUM | 0.20% |
Harvest Treasuries AMP | AUM Fees waived through 2023! | 0.20% 0.00% |
Investment | Fee |
---|---|
Grow 1x | 0.75x | 0.5x | Option 1: AUM 0.40% AUM |
Option 2: Incentive 10% of gains | |
Option 3: Combination 0.20% AUM + 5.00% of gains | |
Harvest Bonds AMP | 0.20% AUM |
Harvest Treasuries AMP | 0.20% AUM 0.00% AUM Fees waived through 2023! |