Become a Client

Becoming a Client

  • Minimum Investment: $500,000

  • Management Fee: 1.5% of Assets Under Management

  • Performance Fee Option: Available to Accredited Investors Only

  • Average Number of Securities: 25 to 30 securities

  • Benchmark: S&P 500 Composite

  • Custodian: Fidelity Investments

  • Liquidity: Daily at client instruction

White dunes against a blue sky. Bits of green beach grass spot the dunes.