Subscribers receive email notifications of all new recommendations and updates when published, as well as quarterly and annual performance reports. A subscription to Off Wall Street research also includes access to all past research publications, which are archived in our online Research Portal. Off Wall Street's limited client base allows subscribers the ability to have personal access to Off Wall Street analysts when they need it.
Subscriber fees are based primarily on assets under management. At each fee level, a certain number of user seats are provided to access the Research Portal and to receive research. Clients may pay with "soft dollars" through a broker of their choosing, or with cash. Off Wall Street charges an annual fee, which may be paid in quarterly installments. Clients can terminate their subscriptions at the end of any quarter.
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