SyntheticFi provides investment advice to individuals, businesses, and registered investment advisors, specializing in box spread option strategies as an alternative to margin loans. The firm's software helps clients choose the size of their box, and clients can exit and create new positions. SyntheticFi monitors client strategies and margin requirements, recommending adjustments as needed. Clients connect their own brokerage accounts and execute trades at their discretion.
Fee Structure
SyntheticFi charges an annual fee based on the value of the box spread options managed. This fee varies between 0% and 2.00%. The firm calculates the value of the assets managed as the absolute value of the value-at-expiration of the box spread options. Fees are charged monthly in arrears. The specific fee is outlined in the Investment Advisory Agreement and can be negotiated. Clients pay the advisory fee even if they do not make any transactions.