We keep it simple and efficient. Your upfront cost is $50,000, which covers legal work, initial filings, and a professional launch-ready website. Because we pre-vet every strategy and run an exceptionally streamlined setup process we can offer lean start-up costs. You get a fast, clean path to market without unnecessary overhead.

Ongoing costs vary but expect $3,000–$6,000 per month in operational, “out-of-pocket” expenses. Other expenses apply but are typically charged to the fund.

Your compensation comes from the investment management fee the ETF charges. While fees vary by strategy, many actively managed ETFs fall in the 0.50%–0.95% range. As assets grow, that fee scales with you—meaning a well-designed ETF can become a meaningful, recurring revenue stream.

The SEC requires a 75-day regulatory review period, but the full launch timeline typically runs 4–6 months. We manage the process end-to-end so your timeline stays predictable and on track.

Very little beyond managing your strategy. We handle the daily operations, trading, regulatory filings, compliance oversight, accounting, and coordination with service providers. That means you can focus almost entirely on investment decisions and marketing your fund, while we take care of the complex backend that keeps your ETF running smoothly.

Packaging your strategy inside an ETF delivers structural, tax, and distribution advantages that traditional accounts can’t match. ETFs offer daily liquidity, full transparency, tax efficiency, lower operational friction, and automatic scalability as assets grow. They also expand your reach—advisors, platforms, and investors can access your strategy instantly through a ticker. In short, it turns your intellectual property into a scalable product with real revenue potential.

No. Launch is just the beginning. We continue as your advisor or sub-advisor, handling the ongoing operational, regulatory, and administrative responsibilities required to keep the fund running. You get long-term partnership, not a handoff.

We don’t raise assets. For this model to work, the portfolio manager must have assets to seed the initial launch, drive distribution and asset growth.

Yes. Most portfolio managers keep their advisory practice and add an ETF as a scalable extension. We help you navigate compliance requirements so both businesses operate cleanly.