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For Registered Investment Advisors

Try it on yourself.
Then enroll your clients.

We do not ask you to recommend AcuBooth to clients on day one. We ask you to run it on your own account first, see the results, and make a fully informed decision at day 45.

Start with your own accountView fee structure

Think of it as a trading partner sitting next to you

AcuBooth runs continuously on your clients’ existing positions. Deterministic, automated, no AI. It scans 2 million option chains twice a second, writes covered calls, rolls positions, and manages closings without any manual input. You still have full control. You can pause specific positions, set per-symbol share caps, or stop new orders on any holding at any time. The system adapts to your portfolio decisions, not the other way around.

The Process
From sign-up to client enrollment
D1
Day 1

You sign up on your own account

Connect your Schwab account and select the positions you want the overlay to run on. You are in control of which holdings are included from the start. No clients involved at this stage.

D2
Day 2

Technical onboarding call

A 30-minute call with the AcuBooth team. We walk through the four overlay programs, help you choose the right fit for your positions, and walk you through how to call Schwab to request the options commission discount. Standard rate is approximately $0.65 per contract. Schwab reduces this to approximately $0.35 for active covered call writers, which directly improves your net returns.

D14
Day 10 to 14

Two-week check-in

A brief check-in to confirm the overlay is running as expected and the Schwab commission discount has been applied.

Schwab discount confirmed. Verify you called Schwab to request the options commission discount. If not done, we help you make the call. Target: approximately $0.35 per contract.
First trades reviewed. Walk through the first covered call positions and premiums received on your own account.
Questions answered. Any questions from the first two weeks addressed before moving forward.
D45
Day 45

Performance review and client analysis

This is the most important conversation. Three things happen on this call:

Your results. We review your covered call performance, your realized tax losses, and your 1099 activity together. You leave with a clear picture of what the overlay produced.
Client position analysis. We analyze your clients’ concentrated positions. Specifically, we identify which positions have the volatility profile and covered call yield that make them strong candidates for the overlay. Positions clients cannot or will not sell are often the best fits.
Fee discussion. We walk through the advisor fee split, what you earn per enrolled account, and how the program works for your firm.
D60
Day 60

Paperwork and compliance review

If you decide to proceed, we handle the SMA agreement and send your compliance officer the full documentation package for review. This includes all required disclosures, the overlay strategy description, and the risk materials your compliance team will need.

D75
Day 75

Begin enrolling clients

Your firm is approved. You begin onboarding clients at your own pace. AcuBooth handles the technical onboarding for each client account. You manage the relationship.

Position-Level Controls
You stay in control of every position

AcuBooth is not a black box. For every account you enroll, you control exactly which positions participate and to what degree. You can change these settings at any time from the dashboard.

Minimum requirement
100 shares per position
Covered calls are written in 100-share contracts. A position needs at least 100 shares to participate in the overlay. Positions below this threshold are automatically excluded.
Share caps
Overlay only what you choose
If a client holds 5,000 shares but you only want covered calls on 3,000, set a cap. The overlay runs on the capped amount. The remaining shares stay uncovered.
Pause a position
Prevent new orders per symbol
If a client is planning to exit a position, set it to prevent opening new orders. Existing covered calls roll off naturally. No rush to close. The system adjusts automatically.
Exiting a position
Sell the shares. The system catches it.
If a client sells shares and a covered call becomes uncovered, AcuBooth detects it and closes the position automatically. No manual intervention required. The only consideration is whether the existing call is at a gain or loss at the time of close.
Not sure which client positions work?
Send us the portfolio. We will analyze which holdings have the option activity and yield to make the overlay worthwhile, identify positions to exclude, and give you a realistic picture of expected premium income before you enroll a single client.
Request portfolio analysis
Advisor Compensation
What you earn per enrolled client
Monthly fee per account
$100
Charged to the client monthly. No setup fee. No annual commitment.
Your firm earns
$50/mo
50 percent of the monthly fee is paid to your firm for each active client account you enrolled.
Example: An advisor with 20 enrolled client accounts earns $1,000 per month in fee share, or $12,000 annually, with no additional work after onboarding. Fee share is paid monthly and scales directly with the number of active accounts.
Is This Right for You
Who this works for

Good fit

Advisors whose clients hold concentrated stock positions they are not willing to sell. High-volatility equities, long-held appreciated positions, or accounts where income generation matters alongside capital appreciation.

Good fit

Advisors who want a differentiated, technology-driven offering that generates additional fee revenue without adding significant time to client management.

Not a fit

Advisors managing accounts that require full upside participation at all times. The covered call overlay limits upside above the strike price, which is not compatible with every client mandate.

Not a fit yet

Advisors whose custodians do not include Schwab. AcuBooth currently operates on Schwab retail accounts. Institutional SMA registration through Schwab is expected late 2026. Contact us to get on the early access list for your firm.

Start with your own account.

The sign-up takes under five minutes. Connect your Schwab account, select your positions, and the overlay goes live within one to two business days.

Get startedView pricing