Most of the portfolio managers charge flat fees regardless of the portfolio performance. This type of fee arrangement does not always align with the investor objectives and could hurt overall returns significantly over the years. This underperformance can cost you several years of your work life and hundreds of thousands of dollars over the years.

We offer performance based fee as an option, i.e. most of fees will be charged when it outperforms S&P 500 index SPX or 10% annual returns. 

This gives investors peace of mind as the motivations and objectives of the portfolio manager and the investors are well aligned and results in a win-win situation.

Our first step is to calculate your current return to show you how much additional value we add, then you can see if it make sense.

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