Client Levels
Choose Your Level
Structured tiers designed to match your allocation size and engagement requirements.
Entry Level
Minimum Allocation: $5,000
- Leverage Capacity: Up to 1:10
- Access to educational resources
- Weekly market updates
- Assigned account coordinator
- Periodic portfolio summaries
Core Level
Minimum Allocation: $25,000
- Leverage Capacity: Up to 1:10
- Access to educational resources
- Weekly market updates
- Assigned account coordinator
- Periodic portfolio summaries
- Dedicated portfolio support
- Regular analyst insights
Popular
Advanced Level
Minimum Allocation: $50,000
- Leverage Capacity: Up to 1:50
- Access to educational resources
- Frequent market updates
- Assigned account coordinator
- Portfolio tracking
- Dedicated portfolio support
- Daily analyst input
- Strategy discussions
- Personalized learning materials
- Market signal updates
- Priority event access
- Swap Adjustment: 25%
Professional Level
Minimum Allocation: $100,000
- Leverage Capacity: Up to 1:50
- Access to educational resources
- Frequent market updates
- Assigned account coordinator
- Ongoing portfolio tracking
- Dedicated portfolio support
- Daily analyst input
- Strategy discussions
- Personalized learning materials
- Market signal updates
- Priority event access
- Periodic financial reviews
- Continuous monitoring
- Annual performance summary
- Swap Adjustment: 25%
Strategic Level
Minimum Allocation: $250,000
- Leverage Capacity: Up to 1:50
- Full access to resources
- Frequent market updates
- Assigned account coordinator
- Active portfolio tracking
- Dedicated portfolio support
- Daily analyst input
- Strategy planning
- Personalized insights
- Priority event access
- Periodic financial reviews
- Continuous monitoring
- Annual performance summary
- Swap Adjustment: 25%
Institutional Level
Minimum Allocation: $500,000
- Custom leverage configuration
- Spread Access: From 0.001
- Commission Structure: None
- Swap Configuration: Enabled
- Execution Range: 0.01 – 100 Units
- Stop-Out Threshold: 20%
- Execution Model: Direct routing
- Broad multi-asset access
- ETF Access
- IPO & Digital Offering Access
- Weekly market updates
- Assigned account coordinator
- Portfolio summaries
- Dedicated portfolio support