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New Clients

We use interactive brokers to manage client investment accounts

We utilize Interactive Brokers to actively manage our client accounts. Interactive Brokers was founded in 1978 and has been in business for 41 years. As of March 2019, the company had $5.4 billion dollars in client capital. The company is used mostly by Professional Financial Advisors because they offer the lowest fees and best service for clients. The company is publicly traded under the ticker (IEX: IBKR). The brokerage has services in 31 countries, 120 stock markets and 23 different currencies. They were ranked number 1 online broker by Barons. Our firm has a significant amount of client assets with Interactive Brokers and they have always served our clients best interest.

How to open a new account?

We provide a specialized link that associates your independent brokerage account with our firm trading account. This provides separate and private log ins for clients, while allowing the investment manager authority to buy and sell in the client account. The button below contains a special link to our advisor account, you can start by completing your Interactive Brokers account application. 

After the account is open, you can elect to pay investment fees directly from your account

Interactive Brokers allows clients to pay their fee invoices directly from their investment assets. This feature provides transparency and convenience by allowing the client to very easily see the portfolio management fees. We charge the 1% asset management fee on a monthly basis and we send invoices monthly.    

We communicate with our clients on a weekly basis

We believe informing the client about their investment portfolio provides additional value other financial service professionals can’t provide. We discuss what the stock market is doing and why it is important for their portfolio. Economic conditions change very rapidly and it is important to understand why certain things are occuring in the markets.

We Also Give Hands-On Workshops & Talks

We meet with clients on Saturdays to talk about financial topics and find out what is important to you. These meetings keep us in tune with what is evolving in your life so we can make slight course corrections to better guide your financial future. 

Frequently Asked Questions

If I already have an investment account, can you manage it?

While we believe our management services work best with Interactive Brokers, we work with other brokerage services to enact our portfolio management services. We have clients that utilize TDAmeritrade, Merril Lynch

Are there any additional fees for your services?

We charge only an asset management fee of 1%. For example, if you have a brokerage account with $100,000 value for the entire year; your annual investment management fee would be $1,000. 

why do you have an account minimum?

While we would like to work with more clients, our services are tailored towards more sophisticated investors and work best with large sums of money. We reserve the right to work with clients that have less the $100,000 in assets, on a case by case basis.

Do You offer any discounts on your services?

We charge 1% for all accounts worth less than $2,000,000. If you maintain an account worth more than $2,000,000; we charge a reduced rate of 0.75%. We reserve the right to offer a reduced management fee on a case by case basis.

Contact Us

We respond to all inquiries within 24 hours.

(407) 864-2702

(Appointment Only)

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