FAQ2019-03-19T14:48:40+00:00

FREQUENTLY ASKED QUESTIONS

What is the minimum I can open an account with?2019-02-15T16:15:50+00:00

Our current minimum for new investors is $100,000. (This can be waived under special circumstances. Please contact us for more information)

What type of account can I open?2019-02-15T16:10:27+00:00

Regular (non-retirement), IRA, Roth IRA, SEP, Rollover, Individual 401(k), etc.

*We can also manage the portfolio within your employer’s retirement plan (401k, 403b, etc). Please contact us for more details.

What are the fees?2019-02-15T16:21:38+00:00

2% annual asset management fee. (This does not include any applicable custodian fees)

Fees are deducted automatically from the account and charged on a quarterly basis using the following formula:

(2% asset management fee ÷ 4 months)    x    (month end portfolio value) = Quarterly Fee

Is this a Mutual Fund?2019-02-15T16:10:56+00:00

No, these are separately managed accounts. Each investor has his or her own account, which is automatically synced with the investment strategy.

Each client has an individualized account — accounts are not pooled together, as in a mutual fund.

This offers numerous advantages including the ability to see portfolio holdings 24/7, portfolios are not impacted by the actions of other investors, and each portfolio has its own tax cost basis.

How do I fund my account?2019-02-15T16:19:58+00:00

Once the account is opened, we will send you instructions on how to send a check, wire, or transfer an existing account.

What platforms is the strategy available on?2019-02-15T16:13:06+00:00

Our strategies are available on the TD Ameritrade, National Financial Services/Fidelity and Folio Institutional platforms, as well as select annuity providers and 401k accounts.

I have additional questions2019-02-15T16:07:46+00:00

We would be happy to answer any questions you may have. Please contact us here and we will get back to you ASAP.