Performance Based Management Fees

Equity asset management: The annual fee is 1% of asset under management at the end of the billing cycle. My fee will be waived if 1) a client’s asset value is lower than the client’s highest balance at the end of any previous billing cycles, excluding client’s contribution and distribution; 2) a client’s total portfolio return is lower than that of the S&P 500 index during the same period. (A minimum investment of $100,000 is required for adequate diversification).

The annual management fee is 1% of asset under management at the end of the billing cycle. If client's total assets does not grow, excluding contribution and distribution, my fee will be waived.  (A minimum of $50,000 is required.)