We believe our interests should be aligned with those of our clients. That’s why, for our investment management services, you only pay a fee when your portfolio reaches a defined level of performance.
Investing in Stocks
- No annual fee if your portfolio generates a return of less than 5% over the previous 12 months.
- If your portfolio achieves a return of 5% or more, an annual fee of 1.5% of your portfolio’s value will be charged at the end of the 12-month period.
Investing in Real Estate
We charge a one-time advisory fee of 2% of the property’s purchase price, payable upon completion of the acquisition.
Investing in Bonds
If your portfolio achieves a return of 4% or more, an annual fee of 0.5% of your portfolio’s value will be charged at the end of the 12-month period.
No annual fee if your bond portfolio generates a return of less than 4% over the previous 12 months.