Fees

• We charge a minimum fixed fee of $199 per month per relationship or upto 2.75% of AUM annually.

• For "qualified clients" as per definition of SEC i.e. you have a net worth (or together with your spouse have a net worth) of at least $2.1 million (excluding the equity in your principal residence) or you have at least $1,000,000 invested with us

  • • For the first year of our relationship to try us out we can go on a performance fee of 20% quarterly only if profitable with lookback of 4 quarters and no management fee.

    • After the 1 year anniversary we charge our clients 2% management fee per year and 20% performance fee per quarter with lookback of 4 quarters.