I offer an actively managed strategy for taxable accounts, retirement accounts, trusts, corporations, and institutional investors. Accounts are held at Interactive Brokers. Clients have full transparency, liquidity, and complete control of their accounts. They can log in at any time and check balances, positions, past trades.
When you decide I am the right portfolio manager for you, we will send you a link to open an account with Interactive Brokers. The account is open under your name, and the link we send connects it directly with our advisory firm, giving us permission to trade the account.
My goal is to significantly outperform the market on a risk-adjusted basis by owning and trading around the strongest stocks in a rising market and protecting the capital during market corrections.
My account minimum is $100,000.
Qualified investors pay 1% management fee and a 20% performance fee. In other words, I get 20% of the profit I generate for you every quarter so our incentives are fully aligned. I want you to be successful and your account to grow so I can deserve my fees.
Everyone else (non-qualified investors) are charged a flat 2% management fee because you are getting the same actively managed market approach as qualified investors do and the SEC doesn’t allow to charge a performance fee if you are considered a non-qualified investor.
Fees are negotiable for accounts larger than $1 million.
For more information or for a free portfolio analysis, please email me at email@example.com