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OUR SERVICES : Fees and Conditions
Portfolios Designed for Growth
Our Managed Expat Portfolios provide a low-cost and internationally oriented investment program created for American taxpayers living a global lifestyle or anyone who chooses to invest globally. This program is designed for asset accumulation with a goal of portfolio growth. Investment assets which represent basic cash reserves or that are likely to be needed in the short-term should not be added to this program.
Fees and Conditions:
| Advisory Fee |
1.5% of assets up to $2m, lower fees apply at higher asset levels |
| Minimum Fee |
$750 per calendar quarter |
| Minimum Investment Requirement |
$150k, can be reached with multiple accounts |
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