Personal
$999 One-Time Submission
- Perfect if you just need to get registered with the SEC
- Preparation of your Form 13H
- Setup of your SEC EDGAR account
- Filing of your initial Form 13H
- Delivery of your EDGAR username & password for your future use
- No further obligations or compliance requirements after your filing is complete (unless you cross the SEC thresholds again)
Large Trader
$999 Initial+ $499 per Year
- Ideal if you expect to remain above the SEC’s Large Trader thresholds
- Everything in Package 1
- Annual Form 13H filings prepared and submitted for you each year
- You can cancel anytime — no long-term contract
One Time
$1,599 One-Time & Withdrawal or Inactive
- Best for traders who cross the threshold once and don’t plan to again
- Preparation of your Form 13H
- Filing of your initial registration
- Filing of your Form 13H Withdrawal with the SEC
- No further compliance requirements after withdrawal
