DIP-Swing MTF Trading — Action Plan

Signals Only and Fully Managed both grow by 10 customers/month, reaching 120 each by Sep 2027 — each plan's own growth curve, not a split of a shared total. Each month's 10 new Fully Managed customers are modeled across the full range the fee schedule covers ($10K, $20K, $30K … up to $100K), not all at one capital level. Hosting cost (~$250/yr, prorated to ~$21/month) is an AWS + domain estimate for the current t3.small instance and doesn't scale with customer count. Excludes your own time, taxes, and legal/compliance costs. All figures illustrative — returns are not guaranteed.

Fully Managed fee schedule: $100/month at $2,500 capital, scaling to $200/month at $10,000; $200-$250/month between $10,000 and $25,000; from $25,000, a flat 1% of capital per month ($500 at $50K, $1,000 at $100K, $5,000 at $500K). Billed only in a month where profit is at least double the fee — zero fee in a flat, losing, or merely-adequate month. At the site's ~20%/year return assumption, that means the smallest customers in each cohort typically pay nothing most months (their usual profit doesn't clear the threshold), while larger accounts typically do. The fee doesn't scale further once triggered — a customer's exceptional month earns the same fee as their merely-good one — trading upside capture for a flat, predictable, easy-to-understand price.

Note: the numeric projection table above (Fee Revenue, Net Profit, Total Revenue columns) still reflects an old schedule and a $10K-$100K cohort floor — it needs a separate recompute against the current 1%-of-capital schedule before it's trustworthy again.

Once past 5 clients in a single state, Georgia's de minimis exemption no longer covers you there — see the state client count item in Phase 3 below.