US ADVANCED COMPUTING INFRASTRUCTURE, INC.
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Investment Management Fees

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To manage a client’s funds in a separately managed account, we require two fees:
  1. Average, asset-based fee of 2% per year, billed and collected each month, with a minimum of $1,000/month
  2. Performance fee of 20% of Total Return above a benchmark hurdle rate of 1% / month.

Here is an example of monthly performance and fees:

Client has a beginning investment of $1,000,000 and has made a contribution of $250,000 on day 15.
  • Average Daily Balance (funded) of $1,125,000
  • Asset-based monthly fee is $1,875 = $1,125,000 x 0.02 / 12


  • Ending Balance (funded) of $1,250,000
  • Month End Balance of $1,325,000
  • Total Return is $75,000 = $1,325,000 - $1,250,000.
  • Total Return Percentage 6.67%
  • Benchmark Return is 1% or $11,250
  • Performance-based fee is $12,750 = ($75,000 - $11,250) * 0.20
 
  • Total monthly fee: $14,625 on $1,250,000 under management with a 6.67% total return percentage (before fees)

For clients who wish to manage their own investments, they may purchase the Chicago Quantum Net Score (CQNS) model run that our money managers themselves use. 

One-time, Fixed Price Services

Chicago Quantum Net Score UP:
  • Analysis of all US listed common stocks* that trade today and meet our data validation criteria.  Price: $750

Chicago Quantum Net Score DOWN:
  • Analysis of all US listed common stocks* that trade today and meet our data validation criteria.  Price: $750

* Our market data services provider has a composite index, USCOMP, that includes all US stock exchanges.  We typically see > 10,000 tickers trading in USCOMP and we run our analysis against it.

Copyright 2023 US Advanced Computing Infrastructure, Inc.  
Chicago Quantum (SM) is a protected service mark, registration 113562, by the Secretary of State of Illinois.
US Advanced Computing Infrastructure CRD#: 316375
Business Mailing Address: 833 Central Avenue #1292, Highland Park, Illinois 60035-7292

Disclaimer: 
All investing, stock forecasts, and investment strategies include the risk of loss for some or even all of your capital.  Please do your due diligence and research before investing.  Statements made on our website or in social media are not investment advice.  They do not take into account your unique circumstances, risk tolerance or investing objectives.  Please consider our website and social media outlets as for informational purposes only.

The stocks mentioned may not be suitable for all investors.  As with any investment there is risk.  Past performance is not an indication of future results.  Please do your own due diligence on any stock portfolios highlighted.  Finally, we make no guarantees for your financial results.  You bear all the risk, and gain all the rewards of your investments.

Unauthorized reproduction or redistribution of this information or the analysis provided in any form is strictly prohibited.


  • Home
    • About Us
    • Contact
    • Our Brochure
    • Stocks Held By Advisers
  • Advisory Services
    • Portfolio Optimization Services
    • Stock Analysis - Up Run
    • Stock Analysis - Down Run
    • Custom Algorithm Development
    • Investment Planning Workshop
  • Project Services
    • Professional Services
  • Market Information
    • Retail Investor
    • Why Use ETFs?
    • Negative BETA Stocks
    • Top Dividend Stocks
    • Stock Price Variance
    • Leptokurtic Stocks
    • Platykurtic Stocks
    • High & Low BETA Stocks
    • Skewness in Daily Returns
    • High & Low Volume Stocks
    • Top Stock Movers
    • Price & Volume Spikes
    • Stock Splits
    • Common Stock Beta Detail
    • US Banking Observations
    • Liquidity Research
    • MEME Stocks
    • Chicago Quantum | Corporate Finance 101
  • Managed Accounts
    • Managed Account BLOG
    • Managed Account Fees
    • Managed Account Considerations
  • Quantum Computing
    • Use Cases
    • Use Case Detail
    • Platforms
    • Platforms Detail
    • Quantum Computing Notes
    • Quantum Computing Companies
  • BLOG: Today's Insights
  • Research
  • PQC Post Quantum Cryptography
  • T-shirts
  • Standard Consulting Agreement
  • Nextsteps