FREQUENTLY ASKED QUESTIONS
Our current minimum for new investors is $100,000. (This can be waived under special circumstances. Please contact us for more information)
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.
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
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.
Once the account is opened, we will send you instructions on how to send a check, wire, or transfer an existing account.
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.