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Online Trading Academy
We are the global brand leader in direct access trading education for: stocks, futures and options. All students earn tuition rebates from a choice of five (5) brokers. Our classes are delivered via Web, CDROM and classroom experiences. OTA won the Voyager Award from Technology Investor Magazine for Education Excellence.
Franchisor Background
Year Established:
1997
Franchising Since:
2004
Operating Units:
Franchised Units:
10
90.9%
Company-Owned Units:
1
9.1%
______
_____
Total Operating Units:
11
100%
Geographic Distribution:
U.S.:
7
63.6%
In 6 States
Canada:
1
9.1%
In 1 Canadian Provinces
International:
3
27.3%
In 3 Foreign Countries
______
_____
Total:
11
100%
North America:
States/Provinces with the largest number of operating units:
Density
Units
1. California
2
2. Texas
2
3. New York
1
Registered in Following Registration States:
California, Florida, Hawaii, Illinois, Indiana, Maryland, Michigan, Minnesota, New York, North Dakota, Oregon, Rhode Island, South Dakota, Virginia, Washington, Wisconsin, District Of Columbia
Financial Requirements
Investment:
Minimum Net Worth:
$200K
Cash Investment:
$50-100K
Total Investment:
$200-250K
Average Total Investment:
$225K
Fees:
Initial Franchise Fee:
$65-190K
Average Franchise Fee:
$127K
On-Going Royalty:
10%
Average Royalty:
10%
Advertising Fee:
3%
Average Number of Employees:
2 Full-time, 3 Part-time
Space Needs (in square footage):
3,000
Preferred Sites:
Other Sites:
Office Bldg.
Encourage Conversions?
Yes
Earnings Claims Provided?
No
Listed in the SBA Registry?
No
Support and Training
International Franchise Association:
No
Canadian Franchise Association:
No
Franchisee Association/Member:
No
Size of Corporate Staff:
12
Site Selection Assistance?
Yes
Lease Negotiation Assistance?
Yes
Financial Assistance?
Yes, Direct
Marketing Support:
Co-Op Advertising:
No
National Advertising:
Yes
Regional Advertising:
No
Local Advertising:
Yes
Marketing Materials:
Ad Slicks, Brochures, Coupons/rebates, Direct Mailers, Emails, Radio Ads, Television Ads, Trade Show Exhibits, Videos
