Straightforward Pricing
Service Levels for All Investors
Pick a service level best suited for your needs. You can do the Snider Investment Method nearly all on your own, have step-by-step guidance, or hire us for all the trading. There are no obligations and switching between service levels is easy.
CoPilot
Snider Investment Method Workshop
$499.99
*Workshop Required to Begin Service
On Going Costs:
$49.99 / Month
- New Position Generation
- Limited Record Keeping
- Snider Method Guidance
- Checklist & Worksheets
- Monthly Alumni Newsletter
- Position Updates & Alerts
- Email, Phone, & Chat Support
Learn the Snider Method and implement the strategy at your convenience.
AutoPilot
Snider Investment Method Workshop
$99.99
*Workshop Required to Begin Service
On Going Costs:
0.50% to 0.75%
Annual Fee
Everything in CoPilot PLUS:
- Complete Record Keeping
- Step-by-Step Trade Guidance
- Full Performance Reporting
- Limit Improvement Orders
- Cash Interest Optimization
- TradeStation Setup & Guidance
- Vacation Trades
- Plus More!
Our most popular service level!
Over $120 million in assets.
Charter
Snider Investment Method Workshop
Refundable
*Workshop Not Required
On Going Costs:
1.0% to 2.5%
Annual Fee
Full Service Asset Management
- Hands-off Implementation
- Monthly Performance Reports
- Tax Loss Harvesting Analysis
- Annual Portfolio Reviews
- Account Setup & Funding
- Withdrawal Monitoring
- Financial Planning Assistance
- Plus More!
Best for large portfolios, busy workers, elderly, and family assets.
DO-IT-YOURSELF
SNIDER ADVISORS: CoPilot
CoPilot is perfect for implementers looking for independence and utilizing brokers other than TradeStation. After you learn the Snider Investment Method, you can use our new position generator to find the perfect Snider Method position for your account. We provide all the resources and education necessary to use the Snider Investment Method in your portfolio.
Our support team will be available to answer all your Snider Method questions. In addition to our stock screener, you will have on-going access to our electronic worksheets and record keeping with capabilities limited by your broker. CoPilot is great for investors just starting on their saving journey wanting to get the feel for investing or those seeking the most control with investing their assets.
DO-IT-WITH-ASSISTANCE
SNIDER ADVISORS: AutoPilot
The best of both worlds, accountability for managing your assets with step-by-step guidance with our trading software. Short of hitting the button to place your trades, AutoPilot has everything else covered. Precise trade suggestions including the option strike, quantity, expiration, and limit, AutoPilot makes using the Snider Method simple.
Along with detailed trade guidance, AutoPilot tracks all your activity, trades, and performance. With our cash interest optimization tools and limit orders on option trades, AutoPilot focuses on the little details to earn the most income in your account. This Snider Method portfolio management software reduces your trade time and nearly eliminates the chance for mistakes.
DONE-FOR-YOU
SNIDER ADVISORS: Charter Service
Our Charter service is for investors wanting full asset management service. You can hire us to implement the Snider Investment Method in your portfolio. We start by helping you open an account at our recommended broker for asset management, Interactive Brokers. The money remains in an account in your name and your control at any time.
From here, we do all the work to make the Snider Investment Method successful for you. You get the best, most advanced income generating techniques of the Snider Method without any work or hassle. You have a team of experienced, professional advisors looking out for your best interests while you reap the benefits of our covered call system.
Workshop Cost
Monthly Cost
Stock Selection
Position Alerts
Monthly Newsletter
Live Support
Record Keeping
Trade Guidance
Performance Reports
Cash Optimization
Vacation Trades
Asset Management
Monthly Performance
Tax Loss Harvesting
Withdrawal Analysis
More Covered Call and Option Trading Education
We pride ourselves on empowering both beginner and experienced investors. As covered call advisors, we use our extensive knowledge to train our clients to write covered calls and boost the income from their portfolios.
