4UProfit
Investment planning interface with connected financial data points

A Membership ModelBuilt Around Aligned Results

Access 4UProfit's automated investment infrastructure through a monthly Technology Membership, while Performance Fees apply only to new eligible profits above your High-Water Mark.

Capital remains in your brokerage account
No Performance Fee on losses
High-Water Mark protection
HOW THE MODEL WORKS

A Simple Structure Built Around Alignment

Your monthly Technology Membership provides access to the 4UProfit infrastructure. Performance fees apply only when new eligible profits exceed your previous High-Water Mark.

Technology Membership

A fixed monthly membership provides access to the 4UProfit infrastructure. It supports automated replication, connectivity, monitoring, reporting, and support.

Performance Alignment

4UProfit participates in a percentage of new eligible profits. No Performance Fee applies during losses or while recovering prior losses.

High-Water Mark

Performance fees apply only above the previous High-Water Mark. After a loss, the prior level must be recovered before another fee can apply.

PRICING EXAMPLE

See How The Model Works In Practice

HIGH-WATER MARK

You Only Share New Performance

The High-Water Mark represents the highest level previously reached by the account for performance-fee purposes. If the account declines, no new Performance Fee applies while the account is recovering. Only new eligible profit generated above the previous High-Water Mark becomes subject to the Performance Fee.

New High Reached

The account establishes a new High-Water Mark.

Account Declines

No Performance Fee applies during the loss or recovery period.

Recovery + New High

The previous High-Water Mark must first be recovered. Performance Fee applies only to new eligible profit above that level.

COMPACT EXAMPLE
Previous High-Water Mark$10,000
Account declines to$9,700Performance Fee:$0
Account later recovers to$10,000Performance Fee:Still $0

Only profit ABOVE $10,000 becomes eligible for a new Performance Fee.

POSITIVE PERIOD
Reference Capital$10,000
Previous High-Water Mark$10,000
Technology Membership$59 / month
Performance Fee30%
New Eligible Profit above High-Water Mark$600
Performance Fee Charged$180
+
Technology Membership$59
=
Total 4UProfit Charges$239
Net eligible profit after fees$361

In this example, the account generates $600 in new eligible profit above its previous High-Water Mark. The 30% Performance Fee equals $180, while the $59 Technology Membership remains a separate monthly charge. Total charges are $239, and net eligible profit after fees is $361.

If no new eligible profit is generated above the High-Water Mark, the Performance Fee is $0.

NEGATIVE PERIOD
Reference Capital$10,000
Previous High-Water Mark$10,000
Technology Membership$59 / month
Period Result-$300
Performance Fee$0
+
Technology Membership$59
+
4UProfit Covers Technology Membership-$59
=
Total Client Charges$0
High-Water Mark Remains$10,000

No Performance Fee applies during a loss. The Technology Membership remains active, and the previous High-Water Mark must be recovered before a new Performance Fee can apply.

The High-Water Mark remains at $10,000. Future gains must first recover that level before any new Performance Fee can apply.

RECOVERY PERIOD
Reference Capital$10,000
Starting Account Level After Prior Loss$9,700
Technology Membership$59 / month
Period Result+$500
Amount Applied To Loss Recovery$300
New Eligible Profit above High-Water Mark$200
+
Performance Fee30%
=
Performance Fee Charged$60
Technology Membership$59
=
Total 4UProfit Charges$119
Net eligible profit after fees$381
New Account Level After Charges$10,081

In this example, the account begins below the previous High-Water Mark because of a prior loss. The first $300 of the current period's +$500 result restores the account back to the previous High-Water Mark. Only the remaining $200 becomes new eligible profit, so the Performance Fee applies only to that amount.

Plans

Select a membership based on the capital you intend to connect. Every plan includes platform access, automated execution and operational monitoring.

CORE

Essential Access

Complete access to the 4UProfit automated investment infrastructure for clients starting with lower reference capital.

TECHNOLOGY MEMBERSHIP
$59/ month
REFERENCE CAPITAL

$5,000 – $25,000

PERFORMANCE FEE

30%

Applied only to new eligible profits above the High-Water Mark.

  • Automated Trade Replication
  • Platform & Connectivity
  • Operational Monitoring
  • Performance Reporting
  • High-Water Mark Protection
  • Client-Controlled Brokerage Account

HISTORICAL PERFORMANCE

PROFESSIONAL

Popular

Enhanced Access

Designed for clients allocating more capital who want more favorable performance terms and enhanced service.

TECHNOLOGY MEMBERSHIP
$149/ month
REFERENCE CAPITAL

$25,000 – $100,000

PERFORMANCE FEE

27.5%

Applied only to new eligible profits above the High-Water Mark.

  • Everything in Core
  • Lower Performance Fee (27.5%)
  • Priority Onboarding
  • Enhanced Support
  • Enhanced Reporting
  • Account Review

HISTORICAL PERFORMANCE

PRIVATE

Private Client

A more personalized service level for larger capital allocations with preferential economics and priority support.

TECHNOLOGY MEMBERSHIP
$399/ month
REFERENCE CAPITAL

$100,000 – $300,000

PERFORMANCE FEE

25%

Applied only to new eligible profits above the High-Water Mark.

  • Everything in Professional
  • Further Reduced Performance Fee (25%)
  • Private Onboarding
  • Priority Technical Support
  • Enhanced Account Review
  • Private Client Service Priority

HISTORICAL PERFORMANCE

PRIVATE RESERVE

Reserve Level

The highest 4UProfit membership level for substantial capital allocations, with the most preferential performance terms and highest service priority.

TECHNOLOGY MEMBERSHIP
$799/ month
REFERENCE CAPITAL

$300,000+

PERFORMANCE FEE

20%

Applied only to new eligible profits above the High-Water Mark.

  • Lowest Performance Fee (20%)
  • Private Onboarding
  • Priority Relationship Support
  • Priority Technical Escalation
  • Enhanced Reporting
  • Highest Service Priority

HISTORICAL PERFORMANCE

Membership provides access to 4UProfit’s technology and operating model. Historical information may be reviewed for reference, but it does not represent an expectation or guarantee of performance. Individual results may vary.
WHY THE MEMBERSHIP EXISTS

Professional Infrastructure Beyond Performance

The Technology Membership supports the infrastructure required to keep automated replication, connectivity, monitoring, reporting and operational support available while the service is active.

Automated Infrastructure

Automated trade replication and the technology required to keep the client connected to the 4UProfit execution environment.

Continuous Monitoring

Operational monitoring of connectivity, replication and system status.

Transparency & Reporting

Clear access to account activity, performance visibility and reporting through the 4UProfit platform.

Client Control

Client capital remains in the client's own compatible brokerage account and is not transferred into a 4UProfit investment account.

NEED GUIDANCE?

Not Sure Which Plan To Choose?

Our team can help you understand the differences between membership levels and the recommended capital for each plan. The final decision always remains with you.