services & fees
   

Mutual Fund Asset Management Program

For the investor who wants to own mutual funds rather than individual stocks, we have created The Mutual Fund Asset Management Program. This program is designed to direct investments into mutual funds. In this program we manage and direct your portfolio based on our strict mutual fund criteria.

The Mutual Fund Asset Management Program is exclusively a mutual fund based money management program. In this program we will provide the following services:

Develop an investment strategy based on your risk tolerances and investment time horizon
Manage and direct your portfolio based on this investment strategy
Manage mutual fund investments in your portfolio based on our strict quality standards
Provide performance reports

The Mutual Fund Asset Management Program
fee structure is:
The first $1,000,000
1.00%
$1,000,000 to $2,000,000
0.90%
$2,000,000 and up
negotiable
Minimum Annual Fee $1,000
 
 
   

 

Request Information | The Henssler Financial Group | Tax & Accounting Division | "Money Talks" Radio Show | Henssler Advice | Henssler University

For a complete overview of The Henssler Equity Fund, including the prospectus, Click Here
Shares of The Fund are distributed by ALPS Distributors, Inc.
©2008 The Henssler Financial Group | Read our
Privacy Policy