Pricing Designed for You

Pick A Service Level

What level of support is 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

Ongoing Cost:

$49.99 / Month

  • New Position Generation
  • Limited Record Keeping
  • Snider Method Guidance
  • Checklist & Worksheets
  • Email, Phone, & Chat Support
  • Full Performance Reporting
  • Cash Interest Optimization
  • TradeStation Setup & Guidance
  • Vacation Trades

AutoPilot

Snider Investment Method Workshop $99.99

Ongoing Cost:

0.50% to 0.75% Annually

  • New Position Generation
  • Complete Record Keeping
  • Step-by-Step Trade Guidance
  • Checklist & Worksheets
  • Email, Phone, & Chat Support
  • Full Performance Reporting
  • Cash Interest Optimization
  • TradeStation Setup & Guidance
  • Vacation Trades

Charter

Snider Method Workshop Recommended but Not Required.

Ongoing Cost:

1.0% to 2.5% Annually

  • Full Asset Management
  • Complete Record Keeping
  • Monthly Performance Reports
  • Cash Interest Optimization
  • Tax Loss Harvesting
  • Annual Tax Reports
  • Withdrawal Analysis
  • Account Setup & Transfer Assistance
  • Personal Support

See which plan
is the best for you.

We offer 3 tiers of service to cater to your support and service level needs. If your need for assistance increases or decreases over time, there are no obligations, and switching between service levels is easy.

CoPilot

AutoPilot

Charter

Snider Method Workshop

$499

$99

$0

Monthly Cost

$49/Month

.50% to .75%

1.0% to 2.5%

Stock Selection

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Position Alerts

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Monthly Newsletter

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Live Support

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Record Keeping

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Trade Guidance

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Performance Reports

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Cash Optimization

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Vacation Trades

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Asset Management

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Monthly Performance

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Tax Loss Harvesting

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Withdrawal Analysis

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CoPilot

$49

AutoPilot

0.5% to 0.75%

Charter

1.0% to 2.5%

Service Levels

Our range of service offerings is tailored to align with your comfort level, providing you with the flexibility to either take full control or adopt a hands-off approach.

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.

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.

Charter

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.