Socialtraderai Inc

Item 5 - Fees and Compensation

All fees are determined by the services selected by the Client and are disclosed in the applicable
Service Election Record. Our firm does not accept cash, checks, money orders or similar forms of payment
for its engagements. With the client’s prior authorization, payment may be made by credit or debit card
through a qualified, unaffiliated PCI compliant3 third-party processor, or withdrawal from the investment
account held at the custodian of record (see Item 12). When fees are withdrawn from the client’s
investment account, the client’s written authorization is required in order for the custodian to deduct our
advisory fee. By signing our firm’s agreement, as well as the custodian’s account opening documents, the
client is authorizing the custodian to withdraw both advisory fees and any brokerage transactional fees
from the account. The custodian will remit our fees directly to our firm. Fees deducted from an account
will be noted on statements that the client receives directly from the custodian.

     Subscription Services (Non-Advisory)

Clients may subscribe to platform tools, model portfolios, and investment insights for a fixed fee:

•    $29.99 per month (standard subscription)
•    $19.99 per month (promotional or limited-time offering, where applicable)
•    $119.88 annually ($9.99/month equivalent)

These services provide access to research tools, model portfolios, analytics, and related content.
Subscription services are self-directed and do not include discretionary trading or ongoing portfolio
management by the Firm.

Subscription fees are generally billed in advance on a recurring basis to the payment method
authorized by the client and will continue until the client cancels the applicable service.

     Asset-Based Advisory Fees

     For advisory services involving portfolio management, automated implementation, or rebalancing,
     clients are charged an asset-based fee based on assets under management:

        Assets Under Management Annual Rate
        First $1,000,000         0.50%
        Amounts above $1,000,000 0.35%

     Fees are calculated on a blended tier basis and are billed monthly in arrears based on account
     value, as described in the Service Election Record.

     This fee applies only to clients who elect managed or automated advisory services and does not
     apply to subscription-only or non-discretionary services unless otherwise disclosed.

SocialTrader
Form ADV Part 2A – 2023

      HYC (Cash / Yield) Services

 Clients electing HYC or similar cash or yield features may be charged:

 •    0.25% annualized fee on average daily balances

 The Firm may also receive compensation from underlying providers, including interest spreads or
 revenue sharing arrangements. This creates an incentive for the Firm to recommend or retain client
 assets in such programs.

 Additional details regarding calculation, billing, and provider arrangements are disclosed at the time of
 service election.

Item 7 - Types of Clients
The Firm provides services to individuals and high net worth individuals. Certain services may
also be made available to entities, subject to eligibility requirements. Refer to Items 4 and 5 for our
minimum income, minimum asset levels and other similar preconditions. Our firm reserves the right to
decline services to any prospective client for any nondiscriminatory reason.