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services & fees
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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:
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Develop an investment strategy based on your risk tolerances and investment time horizon
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Manage and direct your portfolio based on this investment strategy
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Manage mutual fund investments in your portfolio based on our strict quality standards
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Provide performance reports
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The
Mutual Fund Asset Management Program
fee structure is:
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The first $1,000,000
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1.00%
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$1,000,000 to $2,000,000
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0.90%
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$2,000,000 and up |
negotiable |
Minimum Annual Fee $1,000 |
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