You name your compensation, anywhere from 0 bps up to 205 bps. Our portion of the fee is always a low 45 bps. The maximum client fee is 250 bps. The freedom and flexibility are yours for each account. Clients are not all the same. Advisors are not all the same. Why should the fee be the same?
Simple and straight forward. There are no breakpoints. No graduated fees. If your client prefers paper quarterly statements, we bill $15/year. You and your clients may view their accounts electronically for no extra cost. Fees are billed quarterly in advance.
Recommended initial investment: $50,000.
Investment Strategies: We apply our trend-following asset allocation strategies. Click here for our strategy descriptions.
Investment Expenses: We work to keep your clients’ investment expenses as low as possible. Of course, investment expenses may vary by custodian.
The Variable Rate Advisory Program is available with the following custodians:
- TD Ameritrade Institutional
- Jefferson National Life
Additional information can be found in our ADV, Part 2A Brochure here.
If you’re ready for the next step, just give us a call @ 800.456.4380