Fees depend on account size and if it is
actively managed or passively managed. Our fees are
deducted quarterly or annually, depending on
client’s preference and account size.
Please schedule a free consultation to
discuss fees in more detail. In general, our
average fee is 1 – 1.5%. Fees are subject to
change.
We will open a “Trial Account” at $50,000
account size.
Otherwise, our minimum is $100,000.
Trial Accounts are offered to
prospective clients with a minimum of $50,000
account size. This
allows our prospective clients to familiarize
themselves with our platform, how we trade (and how
we are different from the many other firms
available), positions and securities we work with
and our performance. A special rate of $200
(deducted from deposit) for the first three months
applies for the first $50,000, then our normal fee
is deducted.
Portfolio Management
Passive Portfolio Management - includes
long positions and invests in exchange
traded funds, no-load mutual funds, and
bonds. Passive management takes advantage of
longer term trends in the stock market.
Active Portfolio Management -
includes
long, inverse ETFs, and short positions.
Active management invests in stocks,
exchange traded funds, exchange traded
notes, options and no-load mutual funds.
Active accounts are managed daily and take
advantage of weekly and monthly up and down
trends to maximize gains.
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