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.](https://images.ctfassets.net/c6lsf0xwe4co/3yByaJ7lQQJZKeHG0zzrHT/c9ece57a2efb0ae076e1a08d55e9a4d6/IMG_20200608_134040.jpg?w=1008&h=756&fl=progressive&q=50&fm=jpg)