STF Management is a registered investment advisor that manages exchange traded funds (ETFs) and provides market timing services. STF Management has entered into an agreement with Hennessy Advisors, Inc. to purchase the assets of two ETFs and bring them under the Hennessy umbrella. STF Management is no longer accepting any new clients for its Self-adjusting Trend Following Market Timing Services. STF Management may refer clients to third-party money managers.
Assets Under Management$230M
Clients2
AdvisorsN/A
Avg. per Client$120M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
This fee applies to both the Tactical Unconstrained Growth & Income Fund and the Tactical Unconstrained Growth Fund.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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